Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Stramel is a financial advisor with Stephens in LITTLE ROCK, AR. Mary has been working in the financial industry since 1992 and has held positions at several firms, including FINANCIAL WEST GROUP, ING FINANCIAL PARTNERS, INC., and 1717 CAPITAL MANAGEMENT COMPANY. Mary is registered in 37 states and is a Series 6 and Series 63 licensed individual. Mary specializes in a variety of services including portfolio management for individuals and businesses, financial planning and investment consulting, and educational seminars.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
AR
01/02/2008 - Present
Stephens (LITTLE ROCK AR)
NV
09/14/2006 - 01/03/2008
FINANCIAL WEST GROUP (RENO NV)
AR
04/04/2000 - 08/01/2006
ING FINANCIAL PARTNERS, INC. (LITTLE ROCK AR)
DE
10/29/1999 - 02/24/2000
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
MA
07/08/1995 - 08/20/1999
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
07/17/1992 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
MA
07/17/1992 - 02/23/1994
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
BC
Issued 08/17/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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