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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 Zamboni is a financial advisor with Cambridge Investment Research Advisors, Inc. Mary has been working in the financial services industry since August 20, 1985. Mary is registered with the Securities and Exchange Commission as an investment advisor representative. Mary is also registered with the states of Connecticut, District of Columbia, Florida, Maine, New York, Pennsylvania, South Carolina and Virginia. Mary has a Series 7, Series 24 and Series 63 license. Mary holds the Certified Financial Planner designation and is a member of the Cambridge Investment Research Advisors, Inc..
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
NY
02/02/2023 - Present
Cambridge Investment Research Advisors, Inc. (Williamsville NY)
NY
08/30/2001 - 12/31/2012
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (WILLIAMSVILLE NY)
NY
12/05/1990 - 08/31/2001
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
MN
08/20/1985 - 12/05/1990
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
IA
Issued 10/04/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/02/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/13/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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