MS
Mary Spencer
from Usi Advisors
Mary Spencer is a financial advisor based in Connecticut, Glastonbury,
with 12 years of experience. Mary currently works for
Usi Advisors.
Mary maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Mary Spencer works at Usi Advisors
Usi Advisors is a financial advisory firm based in Glastonbury, Connecticut. It currently has approximately $591,644,444 of assets under management and employs about 69 people. Usi Advisors uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and commissions.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
1 years
Fee structure
A percentage of assets under your management, hourly charges, fixed fees and commissions
Office location
95 Glastonbury Blvd., Suite 102, Glastonbury, Connecticut, 6033
Advisor can help with
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