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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mariann? Claim Your ProfileMariann McDermott is a financial advisor with M Holdings Securities, Inc. Mariann McDermott is licensed to provide financial advice in Kentucky and Ohio. She is a Certified Financial Planner and has been providing financial planning and consulting services since 1997. Mariann McDermott is an active member of the financial industry with experience in portfolio management for both individuals and businesses. She provides a variety of financial planning services, including investment management, retirement planning, and college savings. Mariann McDermott is committed to providing her clients with the highest quality financial advice and service.
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.
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.
A percentage of the total value of assets under management is charged.
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KY
12/18/2013 - Present
M Holdings Securities, Inc. (COVINGTON KY)
NJ
11/28/1997 - 01/02/2003
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
IA
Issued 11/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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