Mary FirestoneCRD Number: 1275173
Current Firm: Northstar Wealth Management, Inc.
Mary Firestone (CRD# 1275173) is an Investment Advisor Representative working at Northstar Wealth Management, Inc. in Elkridge, MD and has over 37 years of experience in the finance industry. Mary Firestone has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
David Wealth Management, LLC
Equitable Advisors, LLC
Grove Point Advisors, LLC
|Northstar Wealth Mgt, Inc.||Elkridge, MD||Jun 2005 - Current||17|
|Lasalle St. Securities, LLC||Elkridge, MD||Jan 1998 - Current||24|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1984|
Total Assets Under Management30MILLIONS
Total Number of Accounts150ACCOUNTS
Average Account Value$199,316
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
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