Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Copeland Dillingham is a financial professional with over 20 years of experience in the financial services industry. Mary is currently registered with Wells Fargo Clearing Services, LLC in St. Louis, Missouri. Mary has a strong track record of success in providing comprehensive financial services to a diverse clientele, including individuals, corporations, and institutional investors. Mary holds a Series 7, Series 63, and Series 99TO license.
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
MO
11/11/2016 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
MO
03/30/2015 - 11/11/2016
FIRST CLEARING, LLC (ST. LOUIS MO)
KY
09/26/2000 - 07/01/2002
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
GA
05/29/1997 - 09/08/2000
SUNTRUST EQUITABLE SECURITIES (ATLANTA GA)
GA
08/27/1996 - 11/22/1996
EQUITABLE SECURITIES CORPORATION (ATLANTA GA)
MI
01/16/1995 - 10/02/1995
FIRST OF MICHIGAN CORPORATION (DETROIT MI)
BC
Issued 06/19/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2015
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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