Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Spellman brady is a financial advisor with over 17 years of experience in the industry. Mary is registered with the state of California, Arizona, Colorado, Illinois, Nevada, and Oregon. Mary works with a variety of clients, including individuals, families, and investment companies. Mary is dedicated to providing her clients with personalized financial advice and helping them achieve their financial goals. Mary currently works at State Farm Investment Management Corp. and has been with the firm since 2018. Mary is a Chartered Financial Consultant. Mary's main office is in San Francisco, CA, and Mary also has a branch office in San Francisco, CA.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
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CA
05/26/2023 - Present
State Farm Investment Management Corp. (San Francisco CA)
BC
Issued 01/23/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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