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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 Agnes Easterday is a financial advisor with over 30 years of experience in the industry. Mary is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and holds licenses in both California and Texas. She has held previous positions with THE VARIABLE ANNUITY MARKETING COMPANY and SUNAMERICA SECURITIES, INC., demonstrating a breadth of experience across different firms. Mary has a comprehensive understanding of investment products and strategies, as evidenced by her various licenses and certifications.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
CA
02/20/2009 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEWPORT BEACH CA)
TX
10/20/1992 - 11/20/1996
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
AZ
06/29/1992 - 09/17/1992
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
BOTH
Issued 07/31/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/06/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/1993
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/1997
Series 7 - General Securities Representative Examination
BC
Issued 06/27/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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