Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Holdorf is a financial professional with over 20 years of experience in the industry. Mary is currently registered with Northwestern Mutual Investment Services, LLC, and previously worked with Signator Investors, Inc., Northwestern Mutual Investment Services, LLC, Northwestern Mutual Investment Services, Inc., and Robert W. Baird & Co. Incorporated. Mary has a strong background in the financial services industry, having held various roles including financial advisor and branch manager. Mary is dedicated to providing personalized financial advice to help clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Investment research; referrals to other advisers
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Referral fees
1
2
NC
07/03/2006 - Present
Northwestern Mutual Investment Services, LLC (Charlotte NC)
MA
02/28/2005 - 05/19/2006
SIGNATOR INVESTORS, INC. (BOSTON MA)
WI
11/21/2003 - 01/28/2005
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
08/04/1989 - 06/05/1995
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
WI
08/04/1989 - 06/05/1995
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 01/26/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/12/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/21/2005
Series 24 - General Securities Principal Examination
BC
Issued 08/17/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/29/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/25/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2003
Series 7 - General Securities Representative Examination
BC
Issued 08/03/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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