Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary E. Fagan is a financial advisor with J.P. Morgan Securities LLC and has been in the industry since 2003. Mary is registered in Georgia and holds a Series 63, SIE, Series 7, and Series 6. Mary has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans. Mary's previous experience includes positions at Raymond James Financial Services, Inc. and Travelers Equities Sales, 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.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
GA
06/07/2019 - Present
J.p. Morgan Securities LLC (WOODSTOCK GA)
FL
11/26/1996 - 05/20/2002
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
CA
06/09/1983 - 04/29/1994
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
BC
Issued 06/19/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/07/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/24/2019
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/1996
Series 7 - General Securities Representative Examination
BC
Issued 06/07/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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