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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 Schanzlin is a financial advisor with United Capital Financial Advisors. Mary has been in the financial services industry since 1996 and has a strong background in investment advice. Mary is a Certified Financial Planner™ and holds several industry licenses, including Series 7, Series 24, Series 28, and Series 63 and Series 65. Mary provides financial planning and portfolio management services to individuals, families, businesses, and charitable organizations. Mary's previous employment history includes positions with Girard Securities, Inc., and Harold C. Brown & Co., LLC.
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.
Sub-adviser for other investment 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.
A percentage of the total value of assets under management is charged.
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NY
03/14/2021 - Present
United Capital Financial Advisors (BUFFALO NY)
NY
01/13/2012 - 10/23/2017
GIRARD SECURITIES, INC. (BUFFALO NY)
NY
06/30/2003 - 01/13/2012
HAROLD C. BROWN & CO., LLC (BUFFALO NY)
NY
08/21/1996 - 06/30/2003
HAROLD C. BROWN & CO., INC. (BUFFALO NY)
IA
Issued 12/17/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/07/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/2011
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 04/12/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/23/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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