Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary anne? Claim Your ProfileMary anne Treen is a financial advisor with Robert W. Baird & Co. Inc. Mary anne has been in the industry for over 8 years. She holds Series 6, 7, 63 and 66 securities licenses and is also a registered Investment Advisor. Mary anne has a proven track record of success in helping clients achieve their financial goals. Her focus is on providing comprehensive financial planning, investment management, and retirement planning services. She works with a wide range of clients, including individuals, families, and small businesses. Mary anne is committed to providing her clients with personalized service and guidance. Prior to joining Robert W. Baird & Co. Inc., Mary anne worked at M&T Securities, INC. and Signator Investors, INC.
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.
See schedule d
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.
Hard dollar payments for research
1
2
NY
02/15/2023 - Present
Robert W. Baird & Co. Inc. (New Hartford NY)
NY
09/13/2016 - 04/04/2019
M&T SECURITIES, INC. (UTICA NY)
NY
06/29/2015 - 09/15/2016
SIGNATOR INVESTORS, INC. (FRANKFORT NY)
BOTH
Issued 02/11/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/25/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2017
Series 7 - General Securities Representative Examination
BC
Issued 06/29/2015
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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