Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maryjo? Claim Your ProfileMaryjo Shepler is a registered representative with Commonwealth Financial Network. She has been in the securities industry since March 22, 1987. Maryjo is licensed to provide securities-related services in Arizona, California, Indiana, Minnesota, Ohio, South Carolina, and Wisconsin. Maryjo has her Series 6, 7, and 63 licenses. She is also licensed to provide investment advisory services in Wisconsin. In addition to her work at Commonwealth Financial Network, Maryjo is also an insurance agent.
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
WI
08/05/2005 - Present
Commonwealth Financial Network (OREGON WI)
SC
10/21/1994 - 07/19/2005
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MA
04/12/1991 - 10/17/1994
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NJ
03/04/1987 - 04/15/1991
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 04/07/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/1995
Series 7 - General Securities Representative Examination
BC
Issued 03/03/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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