Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Theresa Gibson is a financial advisor who has been active in the industry since 1985. Currently, Mary is a Registered Representative with Newport Wealth Advisors, Inc., an investment advisor based in Newport Beach, California. Mary has previously worked at Crown Capital Securities, L.P. in San Diego, California, and Titan/Value Equities Group, Inc. in Irvine, California. Mary is a Series 7, 24, and 63 licensed professional, and holds a SIE certificate. Mary specializes in providing financial planning, portfolio management, and educational seminars. Mary is committed to providing her clients with personalized advice and guidance to help them achieve their financial goals.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Negotiated
1
2
CA
12/05/2022 - Present
Newport Wealth Advisors, Inc. (NEWPORT BEACH CA)
CA
07/19/1999 - 12/06/2022
CROWN CAPITAL SECURITIES, L.P. (SAN DIEGO CA)
MA
03/31/1999 - 07/15/1999
MUTUAL SERVICE CORPORATION (BOSTON MA)
CA
02/02/1987 - 03/31/1999
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
NA
05/21/1985 - 02/04/1987
BARABAN SECURITIES, INC.
BC
Issued 03/20/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/08/1988
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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