Hello, I'm
Mary Elizabeth Hanson
Financial Consultant| Investment Adviser | Stock Broker.
I can help you generate consistent profit on your trading portfolio, irrespective of any market condition.
I provide financial services to clients based on their financial situation. This services connect trust, resilience, and security for enduring success Our ever-changing world creates risk and uncertainty, but it also offers opportunity.
We serve as trusted advisers, helping our clients achieve breakthrough value by developing integrated strategies to win in their chosen markets. We architect data driven programmes that transform our clients' businesses.
This involves looking at a client's entire financial picture and advising them on how to achieve their short- and long-term financial goals.
I can help you choose appropriate investments for your needs, manage your portfolio, and provide other guidance related to your investments.
Mary Elizabeth Hanson is a Certified Financial Advisor, professional and Behavioral Financial Advisor™. Mary has helped thousands of people take control of their finances. Her unique values-based approach helps people uncover what’s most important to them and align their finances with their goals to make progress and enjoy life along the way.
Whether she’s working one-on-one with clients, speaking to an audience, managing investments or building financial planning tools , Mary is always pursuing her mission to help people make lasting, meaningful progress on their investments and democratize financial advice.
General Industry/Products Exam
Oct 1, 2018General Industry/Products Exam
Jul 7, 2014State Securities Law Exam
Jul 29, 2014
Self-Regulatory Organizations(SRO)
My husband and I just started working with Mary for our wealth management planning. Since Day one she has been on the ball about what information she needs and how she can help us have our money work harder for us. She explains everything and has quarterly reviews to make sure we understand what our money is doing for us. Give her a call if you want to make your money grow!
Mary is great to work with. You can tell she really wants to help you build for your future and listens to your goals to build a custom fit product that best suits your needs. Mary is a friendly caring person who you can trust to help you meet your financial goals.
I trust Mary completely. She has a perfect blend of knowledge, compassion, and passion. She had pursued multiple avenues in growing her expertise; she is compassionate with clients and meeting their needs; she is passionate about helping her clients be financially secure and in assisting them with asset protection and growth. I trust her not only with my own needs, but with those of my family and clients as well.
Mary is bright, charming and resourceful. She's made me feel so much more secure about my financial portfolio and future. I appreciate the personal attention that she shows me and I just trust her. She's an amazing businesswoman.
Mary is a top notch, internationally recognized investment adviser with excellent and personalized services. Investment returns are admirable when porfits are your focus. Would recommend Mrs. Bell without reservation or qualification.
Mary Elizabeth Hanson is the most transparent financial trader I have ever invested with. I am a high net worth investor and Mary gives me more than enough information to make me confident in her investment decisions. She takes her fiduciary responsibility seriously which I have not experienced in the past 20 years of investing with any brand or firms.
I’d love to trade with you!
Check the background of Mary Freed Lorenz on FINRA'S BROKERCHECK
One California Street
San Francisco, CA 94111