Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary McCormack is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Mary has been working in the financial industry since 1984. Mary has a broad range of experience, with specializations in fixed income, equity, mutual funds, annuities, and variable life insurance. Mary is registered to provide investment advice in 39 states and is also licensed to sell securities in 39 states. Mary is currently licensed to sell securities in Tennessee and Texas. Mary is dedicated to providing clients with personalized financial advice and services.
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
TN
05/26/2004 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BRENTWOOD TN)
NA
03/22/1984 - 04/07/1987
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BC
Issued 05/09/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1984
Series 7 - General Securities Representative 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
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