Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary McKenna is a financial professional with over 10 years of experience in the industry. Mary is registered with Wells Fargo Clearing Services, LLC and has been with the firm since November 2019. Prior to that, Mary worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Edward Jones. Mary holds Series 7, 9, 10, 31, 66, and SIE licenses and is a Certified Financial Planner.
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.
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2
VA
11/11/2019 - Present
Wells Fargo Clearing Services, LLC (ACCOMAC VA)
VA
07/15/2011 - 11/12/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTESVILLE VA)
VA
02/04/2009 - 07/18/2011
EDWARD JONES (ONANCOCK VA)
BOTH
Issued 02/13/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/27/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/03/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2013
Series 31 - Futures Managed Funds Examination
BC
Issued 02/02/2009
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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