Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Ann Marett is a financial professional with over 17 years of experience in the industry. Mary Ann is currently registered with Wells Fargo Clearing Services, LLC in both New Jersey and Pennsylvania. Before joining Wells Fargo, Mary Ann worked at Janney Montgomery Scott LLC and Raymond James Financial Services, Inc.. Mary Ann holds several industry licenses including Series 7, Series 10, Series 9, Series 31, and Series 66. Mary Ann is a Certified Financial Planner and specializes in providing investment advice and financial planning to a variety of clients.
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.
1
2
MO
07/02/2021 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
NJ
10/17/2008 - 12/02/2013
JANNEY MONTGOMERY SCOTT LLC (MARLTON NJ)
NJ
10/25/2006 - 10/20/2008
RAYMOND JAMES FINANCIAL SERVICES, INC. (VOORHEES NJ)
BOTH
Issued 08/27/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/12/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/13/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/15/2021
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2006
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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