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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary MacNeish is a financial advisor with Morgan Stanley. Mary has over 30 years of experience in the financial services industry. Mary has a wide range of experience in financial planning, portfolio management, and investment advice. Mary is registered with the Securities and Exchange Commission (SEC) and holds Series 3, 7, 9, 10, 24, 63, and 65 licenses. Mary has a proven track record of success in helping clients achieve their financial goals. Mary is committed to providing her clients with personalized financial advice and guidance. Mary is a member of the Financial Industry Regulatory Authority (FINRA).
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
IL
02/10/2010 - Present
Morgan Stanley (Deerfield IL)
IL
06/01/2009 - 12/10/2009
MORGAN STANLEY SMITH BARNEY (CHICAGO IL)
IL
04/12/1995 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CHICAGO IL)
MO
01/15/1992 - 03/06/1995
EVEREN SECURITIES, INC. (ST. LOUIS MO)
IA
Issued 11/18/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/26/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/25/2009
Series 24 - General Securities Principal Examination
BC
Issued 02/28/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/27/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2005
Series 3 - National Commodity Futures Examination
BC
Issued 01/13/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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