Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary St. paul Caballero has been a registered investment advisor for over 20 years and holds Series 66, Series 7 and SIE licenses. Currently, Mary works at Onedigital Investment Advisors, an independent investment advisor with offices in Kansas and Oregon. Mary’s previous experience includes working at firms like Triad Advisors, LPL Financial, NRP Financial, Inc., Financial Telesis Inc. and Signator Investors, Inc., where she gained experience in various aspects of the financial industry. Mary has a track record of providing financial advice to clients in different areas, including investment advisory, insurance, retirement planning, and benefits consulting. Mary's primary focus is on helping individuals and businesses reach their financial goals through comprehensive planning and tailored investment strategies.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
KS
09/11/2024 - Present
Onedigital Investment Advisors (OVERLAND PARK KS)
OR
09/04/2018 - 08/23/2024
TRIAD ADVISORS LLC (Portland OR)
OR
11/30/2010 - 09/11/2018
LPL FINANCIAL LLC (PORTLAND OR)
OR
04/24/2007 - 11/30/2010
NRP FINANCIAL, INC. (PORTLAND OR)
OR
06/02/2005 - 04/23/2007
FINANCIAL TELESIS INC (PORTLAND OR)
MA
12/17/2004 - 06/09/2005
SIGNATOR INVESTORS, INC. (BOSTON MA)
MN
05/11/2004 - 12/10/2004
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
BOTH
Issued 05/27/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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