Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Isom is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., with a focus on providing personalized financial advice to her clients. Mary has been in the industry since 2019 and has a strong understanding of the financial markets and investment strategies. Mary has a Series 7, Series 63, and SIE licenses. Mary provides a range of services to individuals, businesses and institutions.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, 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.
1
2
WA
11/07/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (OLYMPIA WA)
WA
03/29/2023 - 08/01/2024
KEY INVESTMENT SERVICES LLC (Longview WA)
WA
03/31/2022 - 03/11/2023
J.P. MORGAN SECURITIES LLC (OLYMPIA WA)
WA
08/09/2019 - 04/06/2022
KEY INVESTMENT SERVICES LLC (Centralia WA)
BC
Issued 09/24/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/30/2024
Series 7TO - General Securities Representative Examination
BC
Issued 08/09/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/28/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Mary Isom is the right advisor for you? Invested Better is here to help.
