Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Ambrusko Bennett is a financial advisor with over 17 years of experience in the industry. Mary is currently registered with Rockefeller Financial LLC and Rockefeller Capital Management, offering a range of financial services, including financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. Mary has a strong track record of providing sound financial advice to individuals and businesses. Prior to joining Rockefeller Financial LLC, Mary was an advisor with Stifel, Nicolaus & Company, Incorporated. Mary is also registered with the following states: Alabama, Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Indiana, Maine, Maryland, Massachusetts, Michigan, Missouri, Nevada, New Jersey, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, and Wyoming.
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.
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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2
NJ
02/01/2021 - Present
Rockefeller Financial LLC (Shrewsbury NJ)
NY
12/04/2015 - 05/26/2020
STIFEL, NICOLAUS & COMPANY, INCORPORATED (NEW YORK NY)
NY
08/22/2012 - 12/04/2015
BARCLAYS CAPITAL INC. (NEW YORK NY)
NJ
06/01/2009 - 09/05/2012
MORGAN STANLEY SMITH BARNEY (RED BANK NJ)
NJ
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (RED BANK NJ)
NJ
07/27/2006 - 04/02/2007
MORGAN STANLEY DW INC. (RED BANK NJ)
BOTH
Issued 08/16/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 07/26/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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