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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Rose Limoges is a financial advisor who has been in the industry since 1981. Mary has a long history of working with individuals and businesses, and she has a wide range of experience in financial planning and investment management. Mary currently holds registrations with the state of California and FINRA. Mary Rose Limoges is currently affiliated with Osaic Wealth, Inc., a large financial advisory firm with offices nationwide. Mary has a broad range of experience in the financial services industry, including experience working with firms like PIM Financial Services, Inc. and Warner Beck Incorporated.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
12/14/2010 - Present
Osaic Wealth, Inc. (SAN DIEGO CA)
CA
05/04/1995 - 05/06/2002
CENTURION INSTITUTIONAL SERVICES, INC. (ESCONDIDO CA)
CA
04/08/1983 - 03/13/2002
PIM FINANCIAL SERVICES, INC. (SAN MARCOS CA)
CA
03/04/1988 - 01/09/1990
WARNER BECK INCORPORATED (SAN DIEGO CA)
NA
11/12/1986 - 10/04/1988
NAP FINANCIAL CORPORATION
NA
08/17/1981 - 02/19/1984
LA JOLLA SECURITIES, INC.
NA
07/20/1981 - 11/05/1981
AMERICAN PACIFIC SECURITIES CORPORATION
BC
Issued 12/9/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/28/2008
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 5/20/1985
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/18/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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