Unclaimed
Mary Elisabeth Dupuy is a financial advisor with over 40 years of experience in the industry. Mary is currently registered with Wells Fargo Advisors Financial Network, LLC. She has held previous roles at Wells Fargo Clearing Services, LLC, A.G. Edwards & Sons, Inc., The Robinson-Humphrey Company Inc., Shearson Lehman Hutton Inc., E.F. Hutton & Company Inc., and Ferris & Company, Incorporated. Mary has a wide range of experience serving a variety of clients, including high-net-worth individuals, corporations, and institutions.
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.
1
2
AL
01/14/2022 - Present
Wells Fargo Advisors Financial Network, LLC (MOBILE AL)
AL
01/01/2008 - 01/14/2022
WELLS FARGO CLEARING SERVICES, LLC (MOBILE AL)
AL
02/03/1989 - 01/03/2008
A. G. EDWARDS & SONS, INC. (MOBILE AL)
GA
10/17/1988 - 02/15/1989
THE ROBINSON-HUMPHREY COMPANY INC. (ATLANTA GA)
NY
05/14/1988 - 10/19/1988
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
03/26/1982 - 05/14/1988
E. F. HUTTON & COMPANY INC
NA
07/23/1980 - 03/31/1982
FERRIS & COMPANY, INCORPORATED
BC
Issued 07/09/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/1982
Series 3 - National Commodity Futures Examination
BC
Issued 07/19/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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