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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 Obrien is a financial professional with over 30 years of experience in the industry. Mary Ann is a registered representative with Equitable Advisors, LLC and has been with them since 1995. Prior to that, Mary Ann was a representative with The Equitable Life Assurance Society of the United States in New York. Mary Ann is committed to providing personalized financial guidance to individuals, families, and businesses. She specializes in a range of financial services, including investments, insurance, and retirement planning. Mary Ann holds a variety of licenses and certifications, including the Series 6, 7, 24, 53 and 66, as well as the SIE and the Operations Professional Examination. Mary Ann is dedicated to helping her clients achieve their financial goals and is committed to providing them with the highest level of service.
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.
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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NC
05/24/1995 - Present
Equitable Advisors, LLC (CHARLOTTE NC)
NY
08/30/1989 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 12/30/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/12/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/07/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/29/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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