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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary beth? Claim Your ProfileMary beth Neeley is a financial advisor in Jacksonville, Florida. Mary beth is a registered Investment Advisor Representative with Wealth Enhancement Advisory Services, LLC. Mary beth has been in the industry for over 30 years and is a Certified Financial Planner. Mary beth has been with Wealth Enhancement Advisory Services, LLC since August 2018 and has experience working at other firms, including, PURSHE KAPLAN STERLING INVESTMENTS, National Planning Corporation and FSC Securities Corporation.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
A percentage of the total value of assets under management is charged.
Fees received from third party investment advisors
1
2
FL
09/05/2018 - Present
Wealth Enhancement Advisory Services, LLC (Jacksonville FL)
FL
03/31/2005 - 12/09/2015
PURSHE KAPLAN STERLING INVESTMENTS (JACKSONVILLE FL)
CA
09/20/1999 - 04/01/2005
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
GA
05/12/1997 - 09/20/1999
FSC SECURITIES CORPORATION (ATLANTA GA)
MA
02/12/1997 - 04/25/1997
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
02/12/1997 - 04/25/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
FL
01/01/1995 - 04/21/1995
BARNETT INVESTMENTS, INC. (JACKSONVILLE FL)
MA
02/14/1992 - 12/12/1994
JMC FINANCIAL CORPORATION (BOSTON MA)
FL
08/06/1991 - 01/10/1992
BARNETT INVESTMENTS, INC. (JACKSONVILLE FL)
PA
12/07/1987 - 07/31/1991
LINCOLN INVESTMENT PLANNING, INC. (FORT WASHINGTON PA)
BC
Issued 01/22/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/19/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/17/1990
Series 24 - General Securities Principal Examination
BC
Issued 12/09/2015
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1989
Series 7 - General Securities Representative Examination
BC
Issued 12/04/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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