Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Tuffy Pucciarelli is a financial advisor with Commonwealth Financial Network, a registered investment advisor (RIA) with over 2950 registered representatives and 3000 employees. Mary has over 35 years of experience in the financial services industry. She is registered to provide investment advice in 14 states, including Florida, New Jersey, New York, and Pennsylvania. Mary is a Series 7 and Series 63 licensed representative. She is also a Series 65 licensed investment advisor representative.
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.
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2
NJ
11/15/2021 - Present
Commonwealth Financial Network (Metuchen NJ)
NJ
03/25/2017 - 11/18/2021
MML INVESTORS SERVICES, LLC (Iselin NJ)
NJ
11/08/2006 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ISELIN NJ)
NY
11/08/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
03/19/1985 - 10/14/2006
FAM DISTRIBUTORS, INC. (NEW YORK NY)
IA
Issued 09/29/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/13/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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