Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Anne Williams is a securities professional with experience in the financial services industry. She has a wide range of licenses and registrations, including Series 3, Series 7TO, and Series 63. She is currently registered with BNY Mellon Securities Corp. in the state of Massachusetts. Mary Anne's areas of specialization include Portfolio Management for Individuals and Portfolio Management for Businesses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Bnymsc sponsors a wrap fee program, and serves as a portfolio mgr or model provider to third party wrap program sponsors.
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.
A percentage of the total value of assets under management is charged.
1
2
MA
06/11/2019 - Present
BNY Mellon Securities Corp. (BOSTON MA)
BC
Issued 07/02/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/05/2019
Series 3 - National Commodity Futures Examination
BC
Issued 06/11/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/25/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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