Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary White is a registered investment advisor representative with Crowdstreet Capital LLC. Mary has over 30 years of experience in the financial services industry. Mary is licensed to sell securities in Texas and Illinois.
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.
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.
1
2
TX
11/29/2022 - Present
Crowdstreet Capital LLC (AUSTIN TX)
IL
11/25/2013 - 02/17/2022
BLACKROCK INVESTMENTS, LLC (CHICAGO IL)
NA
02/23/1988 - 08/09/1988
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BC
Issued 03/03/2014
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/09/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/12/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/2013
Series 7 - General Securities Representative Examination
BC
Issued 11/03/1994
Series 2 - Non-Member General Securities Examination
Active
Inactive
F
FINRA
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