Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Annette Sterbutzel is a financial advisor with over 29 years of experience in the industry. Mary has been with Wells Fargo Clearing Services, LLC since 2019, but prior to that she was with Morgan Stanley for 10 years. Mary is registered with FINRA, and holds Series 7, Series 63 and Series 65 licenses. Mary provides a range of financial services, including investment management, financial planning, and pension consulting for individual and business clients.
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.
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.
Investment consulting services to institutional clients
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.
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2
VA
05/03/2019 - Present
Wells Fargo Clearing Services, LLC (MCLEAN VA)
VA
06/01/2009 - 05/08/2019
MORGAN STANLEY (MCLEAN VA)
VA
11/10/1994 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MCLEAN VA)
IA
Issued 05/01/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/05/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/1994
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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