Unclaimed
Mari Elaine Bryan is a registered investment advisor representative and a financial professional with over 25 years of experience. Mari Elaine has held various positions at prominent financial institutions including A. G. Edwards & Sons, Inc., The Robinson-Humphrey Company, LLC, Citigroup Global Markets Inc., and Wells Fargo Clearing Services, LLC. Mari Elaine is currently associated with Morgan Stanley, one of the leading global financial services firms, where Mari Elaine provides financial advisory services to a wide range of clients, including individuals, high-net-worth individuals, families, businesses, and institutions. Mari Elaine specializes in asset allocation advice, financial planning, and portfolio management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
GA
03/01/2019 - Present
Morgan Stanley (Atlanta GA)
GA
02/06/2009 - 03/06/2019
WELLS FARGO CLEARING SERVICES, LLC (ATLANTA GA)
GA
01/02/2002 - 02/26/2009
CITIGROUP GLOBAL MARKETS INC. (ATLANTA GA)
GA
04/09/1999 - 01/02/2002
THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)
MO
10/29/1993 - 04/20/1999
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 12/22/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/15/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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