Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Tocco is a financial advisor with over 40 years of experience in the industry. Mary is currently registered with SPC in Michigan, and is also licensed to provide financial services in Florida, Indiana and Texas. Mary previously worked with FSC Securities Corporation and VALIC Financial Advisors, Inc. Mary has a strong focus on financial planning and portfolio management for individuals and businesses. Mary is a Certified Financial Planner and has also completed the SIE, Series 6 and Series 26 exams.
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.
Consultation services
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.
Seminar attendance fees
1
2
MI
04/21/2010 - Present
SPC (ANN ARBOR MI)
MI
02/15/2002 - 01/29/2009
FSC SECURITIES CORPORATION (CLINTON MI)
TX
09/15/1998 - 02/25/2002
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
07/12/1982 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
BC
Issued 08/25/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/1983
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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