Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary alice? Claim Your ProfileMary Alice Fuentes Ford is a financial advisor at Raymond James & Associates, Inc. with over 12 years of experience in the industry. Mary Alice Fuentes Ford is also registered as an Investment Advisor Representative (IAR) in Georgia. Mary Alice Fuentes Ford has worked at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors, LLC in the past. Mary Alice Fuentes Ford holds the Series 6, 7, 63, and 66 securities licenses as well as the SIE. Mary Alice Fuentes Ford specializes in financial planning, portfolio management, pension consulting, educational seminars, and the selection of other advisors.
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
GA
05/02/2022 - Present
Raymond James & Associates, Inc. (ATLANTA GA)
GA
02/20/2013 - 01/27/2021
WELLS FARGO CLEARING SERVICES, LLC (CUMMING GA)
GA
05/23/2008 - 02/15/2012
WELLS FARGO ADVISORS, LLC (ROSWELL GA)
BOTH
Issued 11/04/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/30/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/22/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2008
Series 6 - Investment Company Products/Variable Contracts 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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