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 Pervis is a registered representative with Vanguard Advisers, Inc. Mary Ann has been in the financial services industry since August 4, 1997. Mary Ann has a variety of experience, having previously worked at firms such as Charles Schwab & Co., INC., Cetera Investment Services LLC, TD Ameritrade, Inc., and Scottrade, Inc. Mary Ann has a wide range of specializations, including retirement planning, college savings, estate planning, and insurance. Mary Ann is committed to providing her clients with personalized financial advice and guidance.
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.
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
TX
09/15/2021 - Present
Vanguard Advisers, Inc. (Plano TX)
TX
02/19/2020 - 06/30/2021
CHARLES SCHWAB & CO., INC. (Mckinney TX)
TX
10/26/2018 - 02/14/2020
CETERA INVESTMENT SERVICES LLC (MELISSA TX)
TX
02/26/2018 - 10/16/2018
TD AMERITRADE, INC. (FRISCO TX)
TX
10/04/2010 - 02/26/2018
SCOTTRADE, INC. (PLANO TX)
TX
05/09/2008 - 09/01/2010
EDWARD JONES (RICHARDSON TX)
TX
07/31/1995 - 12/03/2002
PEMBROOK SECURITIES, INC. (DALLAS TX)
OH
11/21/1989 - 08/19/1993
MCDONALD & COMPANY SECURITIES, INC. (CLEVELAND OH)
BOTH
Issued 05/22/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/27/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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