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. MacUkas is a financial advisor who has been in the industry since 2008. Mary is currently registered with Stifel, Nicolaus & Company, Inc. and is licensed in 37 states. Mary has worked with individuals, families, and businesses to help them achieve their financial goals. Mary holds a Series 7, Series 10, and Series 9 license. Mary is also a Certified Financial Planner (CFP®). In addition to her financial advisory experience, Mary is also actively involved in the community. Mary is a member of the board of directors for the Santa Fe Symphony Orchestra and Chorus, the Vice President of Development for the Santa Fe Symphony Orchestra and Chorus, and is the past chair of the St. Vincent Hospital Foundation. Mary is also a board member of the Santa Fe Community Foundation. Mary is committed to providing her clients with the highest level of service and is dedicated to helping them achieve their financial goals.
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.
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
NM
09/15/2020 - Present
Stifel, Nicolaus & Company, Inc. (SANTA FE NM)
NM
10/27/2008 - 09/24/2020
UBS FINANCIAL SERVICES INC. (SANTA FE NM)
BOTH
Issued 11/19/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/02/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/02/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2008
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX 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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