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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Elise Flanigan is a financial advisor with over 17 years of experience in the financial services industry. Mary is a Registered Representative and Investment Advisor Representative with Kestra Advisory Services, LLC. Mary has a wide range of experience in providing financial planning, investment management, and other advisory services to individual investors, families, and businesses. Mary has a strong track record of success in helping clients achieve their financial goals and has consistently exceeded client expectations. Mary is committed to providing her clients with personalized financial advice and guidance to help them make informed decisions about their financial future.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MA
12/15/2020 - Present
Kestra Advisory Services, LLC (Boston MA)
MA
06/01/2009 - 12/08/2020
MORGAN STANLEY (BOSTON MA)
MA
11/11/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BOSTON MA)
MA
04/02/2007 - 11/14/2008
MORGAN STANLEY & CO. INCORPORATED (BOSTON MA)
MA
02/23/2007 - 04/02/2007
MORGAN STANLEY DW INC. (BOSTON MA)
MA
02/27/2006 - 02/12/2007
NFP SECURITIES, INC. (CAMBRIDGE MA)
NY
05/31/2004 - 01/20/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 10/22/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/20/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 05/28/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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