Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Rose Boul is a registered investment advisor with LPL Financial LLC. She is registered in Texas, Florida, Louisiana, and Missouri. She has been in the industry since February 1989. Mary Rose Boul is experienced in portfolio management, financial planning, and other advisory services. She works with a variety of clients, including individuals, corporations, and charitable organizations.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
10/12/2005 - Present
LPL Financial LLC (DICKINSON TX)
IA
09/09/1999 - 08/18/2005
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
TX
02/18/1998 - 09/01/1999
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
IA
06/22/1994 - 02/18/1998
AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)
TX
01/23/1989 - 06/30/1994
TRANSAMERICA FUND DISTRIBUTORS, INC. (HOUSTON TX)
BOTH
Issued 10/11/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/04/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/07/2010
Series 30 - NFA Branch Manager Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 10/24/1994
Series 7 - General Securities Representative Examination
BC
Issued 01/20/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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