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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 Anna Via is a financial advisor at Janney Montgomery Scott LLC, specializing in providing financial advice and investment management services for individuals, families, and businesses. With over two decades of experience in the financial industry, Mary Anna has a deep understanding of the market and a commitment to helping clients achieve their financial goals. Mary Anna is committed to providing personalized advice and tailored solutions to meet the unique needs of each client. Her expertise spans various areas, including financial planning, retirement planning, college savings, and investment management.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
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2
VA
04/21/2016 - Present
Janney Montgomery Scott LLC (Harrisonburg VA)
VA
01/15/2002 - 04/22/2016
WELLS FARGO ADVISORS, LLC (HARRISONBURG VA)
IA
Issued 05/24/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/25/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/28/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/17/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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