Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mari? Claim Your ProfileMari Hurd is a financial advisor with Raymond James & Associates, Inc., located in Virginia Beach, Virginia. Mari has been in the securities industry since February 18, 1986 and is a registered representative with FINRA and a registered investment advisor in Virginia. Mari has held previous positions at BB&T Securities, LLC, Truist Investment Services, Inc., and Scott & Stringfellow, LLC. Mari specializes in providing financial planning, portfolio management, and other advisory services to individuals, families, and businesses.
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.
Please see note in schedule d - miscellaneous
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.
1
2
VA
04/22/2021 - Present
Raymond James & Associates, Inc. (VIRGINIA BEACH VA)
VA
02/17/2021 - 04/22/2021
TRUIST INVESTMENT SERVICES, INC. (VIRGINIA BEACH VA)
VA
01/02/2013 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
VA
08/01/2008 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (VIRGINIA BEACH VA)
VA
01/28/1995 - 07/31/2008
UBS FINANCIAL SERVICES INC. (NORFOLK VA)
NY
09/01/1987 - 01/28/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NA
02/19/1986 - 09/04/1987
WHEAT, FIRST SECURITIES, INC.
BOTH
Issued 12/15/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/24/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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