Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Zervos is a financial advisor with Key Investment Services LLC. Mary has been in the financial industry since 2009. Mary has experience working with a variety of clients, including individuals, corporations, and non-profit organizations. Mary's expertise includes portfolio management, financial planning, and investment advisory services. Mary is registered with the following states: Alaska, Colorado, Connecticut, Florida, Idaho, Indiana, Maine, Massachusetts, Michigan, New York, Ohio, Oregon, Pennsylvania, Utah, Vermont, and Washington. Mary is also a registered representative of 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.
Helps you choose top advisors aligned with your financial goals.
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.
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2
OH
04/24/2023 - Present
KEY Investment Services LLC (BROOKLYN OH)
NY
09/08/2020 - 03/29/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (UTICA NY)
NY
09/21/2016 - 09/10/2020
KEY INVESTMENT SERVICES LLC (UTICA NY)
NY
11/26/2012 - 09/21/2016
LPL FINANCIAL LLC (NEW HARTFORD NY)
NY
04/01/2009 - 05/15/2012
HSBC SECURITIES (USA) INC. (BARNEVELD NY)
BOTH
Issued 05/30/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/19/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/31/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/20/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/31/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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