Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Swanson Dillon is a financial advisor in Virginia Beach, VA. Mary is a certified financial planner and has been in the industry since 1986. Mary is currently registered with Financial Security Advisory Inc., and has previously been affiliated with Royal Alliance Associates, Inc., Davenport-Dukes Financial Services, Inc., Integrated Resources Equity Corporation, and First Investors Corporation. Mary's professional experience includes providing financial planning, portfolio management for businesses and individuals, and investment-related services for charitable organizations and pension and profit-sharing plans.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
VA
07/31/2003 - Present
Financial Security Advisory Inc. (VIRGINIA BEACH VA)
AZ
11/19/1989 - 07/21/2003
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
03/22/1995 - 05/20/1997
DAVENPORT-DUKES FINANCIAL SERVICES, INC.
NA
01/29/1988 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
10/03/1986 - 01/28/1988
FIRST INVESTORS CORPORATION
BC
Issued 10/01/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1988
Series 7 - General Securities Representative Examination
BC
Issued 10/02/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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