Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Colleen Muskewitz is a financial professional with over 30 years of experience in the industry. Mary has worked for several firms throughout her career, including Wachovia Securities, Inc., Wachovia Brokerage Service, GNA Securities, Inc., and Pennmark Equity Group, Inc. Mary is currently registered with Wells Fargo Clearing Services, LLC and holds a Series 7, Series 10, Series 9, Series 63, and Series 65 license. Mary is also a Certified Financial Planner. Mary is a dedicated professional who is committed to providing her clients with the highest quality financial advice.
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.
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.
Investment consulting services to institutional clients
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
NJ
01/16/2025 - Present
Wells Fargo Clearing Services, LLC (PRINCETON NJ)
NC
02/14/2000 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NC
05/31/1994 - 02/14/2000
WACHOVIA BROKERAGE SERVICE (WINSTON SALEM NC)
VA
11/06/1989 - 05/31/1994
GNA SECURITIES, INC. (GLEN ALLEN VA)
NA
03/01/1988 - 09/23/1988
PENNMARK EQUITY GROUP, INC.
IA
Issued 08/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/17/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/05/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/27/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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