Mary Vosika, financial advisor Rocklin CA
93 score

Mary Vosika

CRD Number: 2997241
Current Firm: Principal Securities, Inc.

Mary Vosika (CRD# 2997241) is an Investment Advisor Representative working at Principal Securities, Inc. in Rocklin, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Principal Life Insurance Company Roseville, CA Oct 2015 - Current 1
Princor Financial Services Corporation Orangevale, CA Oct 2014 - Current 2
Princor Financial Services Corporation Rocklin, CA Jul 2009 - Oct 2014 5
Principal Life Insurance Company Roseville, CA Jul 2009 - Jan 2013 3
Various Insurance Carriers For W&r Insurance Agencies, Inc. Sacramento, CA Mar 2008 - Jul 2009 1
Waddell & Reed, Inc. Sacramento, CA Nov 2007 - Jul 2009 1
Agent Network Rocklin, CA Nov 2006 - Mar 2008 1
Cresleigh Homes San Francisco, CA Feb 2004 - Nov 2006 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2008
Contact Info for Mary A. Vosika
Phone Number: 888-774-6267
Firm Website: http://www.principal.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,622
    MILLIONS
  • Total Number of Accounts
    15,486
    ACCOUNTS
  • Average Account Value
    $104,766
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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