Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Elisabeth Damstetter is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. She has been in the financial services industry since May 23, 2001. Mary Elisabeth has a broad range of experience with AMERIPRISE FINANCIAL SERVICES, INC., MORGAN STANLEY, CITIGROUP GLOBAL MARKETS INC., WACHOVIA SECURITIES, LLC and WACHOVIA SECURITIES, INC. Mary Elisabeth is registered with the states of Alabama, Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Kansas, Maryland, Massachusetts, Missouri, New Jersey, New York, North Carolina, Ohio, Rhode Island, South Carolina, Tennessee, Texas and Virginia. Mary Elisabeth is licensed to provide securities-related services and is a member 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NC
11/13/2017 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CHARLOTTE NC)
NC
06/22/2015 - 08/01/2017
AMERIPRISE FINANCIAL SERVICES, INC. (CHARLOTTE NC)
NC
06/01/2009 - 07/09/2015
MORGAN STANLEY (CHARLOTTE NC)
NC
04/28/2009 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CHARLOTTE NC)
NC
06/15/2002 - 04/28/2009
WACHOVIA SECURITIES, LLC (CHARLOTTE NC)
NC
02/15/2001 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
BOTH
Issued 04/26/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/30/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/2002
Series 7 - General Securities Representative Examination
BC
Issued 02/14/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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