Mary L. Firestone
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Mary Leslie Firestone, who also goes by Leslie M Firestone, Leslie Firestone, was a registered financial professional .
Mary is a previously registered financial professional and started their career in finance in 1984. Mary had worked at 8 firms and has passed the Series 63, Series 31 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
October 25, 2005 - January 2, 2024
NORTHSTAR WEALTH MANAGEMENT, INC.
July 27, 2004 - December 2, 2005
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
January 18, 2000 - August 15, 2005
CBIZ FINANCIAL SOLUTIONS, INC.
January 13, 1998 - December 31, 2008
LASALLE ST SECURITIES, L.L.C.
April 8, 1994 - December 31, 1997
GROVE POINT INVESTMENTS, LLC
February 11, 1994 - April 15, 1994
LOMBARD SECURITIES INCORPORATED
April 17, 1989 - February 17, 1994
GROVE POINT INVESTMENTS, LLC
November 2, 1988 - April 10, 1989
CAREY JAMISON & COMPANY
October 5, 1987 - October 31, 1988
HIBBARD BROWN & CO., INC.
August 13, 1984 - February 17, 1994
GROVE POINT INVESTMENTS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
NORTHSTAR WEALTH MANAGEMENT, INC.
CRD#: 137062 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 40 |
| AUM (Assets Under Management) | $ 33,945,072 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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