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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 Ann Akin is a financial advisor with Morgan Stanley. Mary Ann has been in the financial services industry since 1992 and has a wide range of experience in the industry. Mary Ann holds Series 6, 7, 31, 63, and 65 licenses as well as the SIE. Mary Ann has held previous roles at Citigroup Global Markets Inc. and The Robinson-Humphrey Company, LLC. Mary Ann specializes in a variety of financial planning and investment products. Mary Ann is registered with the state of Georgia, North Carolina, and Texas.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NC
03/19/2012 - Present
Morgan Stanley (RALEIGH NC)
GA
09/17/2002 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ATLANTA GA)
NY
01/02/2002 - 06/26/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
GA
03/15/1993 - 01/02/2002
THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)
NA
09/19/1986 - 12/19/1987
JOHN HANCOCK DISTRIBUTORS, INC.
IA
Issued 12/13/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/13/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 03/11/1993
Series 7 - General Securities Representative Examination
BC
Issued 09/18/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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