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 Limoges is a Registered Representative and Investment Advisor Representative, with over 40 years of experience in the securities industry. Mary is currently registered with Osaic Wealth, Inc. Mary has held positions with Centurion Institutional Services, Inc., Pim Financial Services, Inc., Warner Beck Incorporated, NAP Financial Corporation, La Jolla Securities, Inc. and American Pacific Securities Corporation. Mary holds a Series 63, Series 51, Series 24, SIE, and a Series 7 license. Mary specializes in providing investment advice for individuals, businesses, and charitable organizations. Mary Rose Limoges is committed to providing her clients with personalized financial advice and services.
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.
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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 12/09/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/2008
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 05/20/1985
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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