Unclaimed
Mary E. Zsolnay is a financial professional with over 23 years of experience in the industry. Currently, Mary is a registered representative with J.P. Morgan Institutional Investments Inc. She has been with the firm since February 2012, working from their Chicago, IL office. Prior to that, she was registered with DWS INVESTMENTS DISTRIBUTORS, INC, also in Chicago.
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.
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.
1
2
IL
02/03/2012 - Present
J.p. Morgan Institutional Investments Inc. (CHICAGO IL)
IL
12/21/1999 - 01/13/2012
DWS INVESTMENTS DISTRIBUTORS, INC (CHICAGO IL)
BC
Issued 02/09/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2004
Series 7 - General Securities Representative Examination
BC
Issued 12/20/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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