Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Clements Evans is a financial advisor with over 18 years of experience in the industry. Mary is registered with Raymond James Financial Services Advisors, Inc. and has held several previous positions with firms like EDWARD JONES. Mary holds several licenses and designations, including Series 63, Series 65, Series 7, Series 9, Series 10, and SIE. Mary is a Certified Financial Planner™ and offers a variety of financial planning services, including portfolio management for individuals and businesses, pension 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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
PA
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (EMMUS PA)
PA
03/22/2005 - 09/08/2008
EDWARD JONES (WHITEHALL PA)
IA
Issued 04/24/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/25/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/10/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/04/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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