Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Ross is a financial professional with over 30 years of experience in the industry. Mary is currently registered with J.p. Morgan Securities LLC and has held previous positions at Citigroup Global Markets Inc., Petersen Investments, Inc., UBS Financial Services Inc., Smith Barney Inc., and Lehman Brothers Inc. Mary holds Series 3, 7, 63, 65, SIE and 6TO licenses. Mary provides a variety of financial services including portfolio management for individuals 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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
NY
01/10/2022 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
11/18/2011 - 04/07/2017
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
09/26/2003 - 11/14/2011
PETERSEN INVESTMENTS, INC. (NEW YORK NY)
NJ
01/18/1995 - 10/15/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
01/17/1994 - 09/01/1994
SMITH BARNEY INC. (NEW YORK NY)
NY
07/25/1984 - 01/17/1994
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 01/25/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/30/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/10/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/20/2021
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1984
Series 7 - General Securities Representative Examination
BC
Issued 08/26/1982
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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