Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Elizabeth Barnett is a financial advisor with Wells Fargo Clearing Services, LLC. Mary has been in the industry since 2005 and has a strong track record of providing financial advice to individuals and institutions. Mary is registered with the state of Virginia as a Registered Representative and an Investment Advisor Representative. Mary also holds a variety of licenses and certifications, including Series 66, Series 63, Series 10, Series 9 and Series 7. Mary's areas of expertise include financial planning, portfolio management, and investment consulting. Mary provides investment advisory services to a wide range of clients, including individuals, families, businesses, and institutions. Mary is committed to providing her clients with personalized service and helping them achieve their financial goals.
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
VA
05/13/2008 - Present
Wells Fargo Clearing Services, LLC (VIRGINIA BEACH VA)
BOTH
Issued 05/12/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/13/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/06/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/09/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2005
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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