Mary Incera (CRD# 7138876) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Auburndale, MA and has over 2 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Ameriprise Financial Services, LLC | Auburndale, MA | Nov 2020 - Current | 3 |
Unemployed | Pomfret, CT | May 2020 - Nov 2020 | < 1 |
Northeastern University | Boston, MA | Sep 2016 - May 2020 | 3 |
Ameriprise Financial Services Inc. | Auburndale, MA | Jul 2019 - Dec 2019 | < 1 |
State Street Global Advisors | Boston, MA | Jul 2018 - Dec 2018 | < 1 |
Northeastern University | Boston, MA | Mar 2018 - Jun 2018 | < 1 |
Baker Hughes, Ge | Billerica, MA | Jun 2017 - Dec 2017 | < 1 |
Coburn Technologies | South Windsor, CT | May 2017 - Jun 2017 | < 1 |
Rosies Drive Inn | Pomfret, CT | Jun 2016 - Aug 2016 | < 1 |
Rectory School Day Camp | Pomfret, CT | Jun 2015 - Aug 2016 | 1 |
Providence College | Providence, RI | Sep 2015 - May 2016 | < 1 |
Woodstock Academy | Woodstock, CT | Sep 2011 - Jun 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jul 2021 |
- TX
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
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