Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Beth Wafer is a registered representative and investment advisor representative with Truist Advisory Services, Inc. She is based in Atlanta, GA. Mary Beth has been in the financial services industry since 1979 and has experience with BB&T Securities, LLC, Scott & Stringfellow, LLC, Morgan Stanley Smith Barney, and Citigroup Global Markets Inc.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
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GA
02/17/2021 - Present
Truist Advisory Services, Inc. (ATLANTA GA)
VA
01/02/2013 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
SC
02/19/2010 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (GREENVILLE SC)
CT
06/01/2009 - 03/10/2010
MORGAN STANLEY SMITH BARNEY (NEW HAVEN CT)
CT
02/01/1979 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW HAVEN CT)
BC
Issued 02/20/1997
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/29/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/04/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1979
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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