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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Acito is a financial advisor with over 18 years of experience in the industry. She currently works at Wells Fargo Advisors Financial Network, LLC in Palm Beach Gardens, Florida. Mary has held previous roles at Morgan Stanley, Fidelity Brokerage Services LLC, Wells Fargo Advisors, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, BANC of America Investment Services, Inc., PNC Investments and Quick & Reilly, Inc. Mary holds Series 6, 7, 63 and 65 licenses and the SIE exam. Her experience includes providing investment consulting services to institutional clients, as well as financial planning and portfolio management for individuals and businesses. Mary is registered to offer investment advisory services in Florida.
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.
Investment consulting services to institutional clients
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.
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2
FL
12/12/2023 - Present
Wells Fargo Advisors Financial Network, LLC (PALM BEACH GARDENS FL)
FL
05/30/2023 - 08/31/2023
MORGAN STANLEY (Boca Raton FL)
RI
08/07/2022 - 05/03/2023
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
FL
11/23/2016 - 06/13/2022
MORGAN STANLEY (Boca Raton FL)
FL
07/30/2013 - 11/10/2016
WELLS FARGO ADVISORS, LLC (WEST PALM BEACH FL)
NJ
10/23/2009 - 07/30/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BEDMINSTER NJ)
NJ
12/15/2005 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (BRIDGEWATER NJ)
PA
08/13/2004 - 08/04/2005
PNC INVESTMENTS (PITTSBURGH PA)
NY
07/12/2004 - 08/13/2004
QUICK & REILLY, INC. (NEW YORK NY)
IA
Issued 12/01/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/30/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2006
Series 7 - General Securities Representative Examination
BC
Issued 07/09/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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