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Mary Beth Blair

W & S Brokerage Services, Inc.

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About Mary Beth Blair

Mary Blair is a registered Investment Advisor Representative with W&S Brokerage Services, Inc. Mary has been in the industry since December 6, 2016. Mary's registration is currently active with the State of Ohio. Mary is licensed to sell securities in Kentucky and Ohio. Mary has passed the Series 6, Series 52, Series 53, and Series 63 examinations. Mary's previous employment was with Touchstone Securities, Inc.

Firm Information

Mary Blair is currently registered with W & S Brokerage Services, Inc.. W&S Brokerage Services, Inc. is a corporation formed in 1974 and headquartered in Cincinnati, Ohio. The firm provides investment advisory services to individuals and is registered with the SEC and in 52 states. With over 85 registered representatives, W&S Brokerage Services, Inc. manages over $122 million in assets for its clients, offering portfolio management services and selection of other advisers.
W & S Brokerage Services, Inc.

400 BROADWAY

CINCINNATI, OH 45202

$122.86M

Assets Under Management

451

Total Clients

434

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Mary Blair’s Registration & Firm History

OH

10/20/2021 - Present

W&S Brokerage Services, Inc. (Cincinnati OH)

OH

08/22/2018 - 04/01/2022

TOUCHSTONE SECURITIES, INC. (CINCINNATI OH)

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Licenses & Designations

BC

Issued 06/07/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/06/2018

Series 53 - Municipal Securities Principal Examination

BC

Issued 02/02/2017

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/04/2018

Series 52 - Municipal Securities Representative Examination

BC

Issued 12/07/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mary Beth Blair.
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