Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Catherine Barty scheurer is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Mary Catherine has been in the industry since 1998. She is licensed in 28 states, including New York and Texas. Mary Catherine holds licenses for Series 3, 7, and 63 as well as Series 65. Mary Catherine has worked for UBS Financial Services Inc. and Prudential Securities Incorporated prior to joining Merrill Lynch, Pierce, Fenner & Smith 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.
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
NY
07/05/2012 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SOUTHAMPTON NY)
NY
03/19/2004 - 12/16/2008
UBS FINANCIAL SERVICES INC. (SOUTHAMPTON NY)
NY
11/09/2001 - 03/31/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
04/15/1998 - 10/16/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 07/13/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/17/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1998
Series 3 - National Commodity Futures Examination
BC
Issued 04/13/1998
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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