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 Derussy is an investment advisor representative with AE Wealth Management, LLC. Mary Elizabeth has been in the securities industry since 1999 and has been registered with the state of Florida since 2024. Her prior experience includes positions at J.W. COLE FINANCIAL, INC., Northwestern Mutual Investment Services, LLC, LPL FINANCIAL CORPORATION, Merrill Lynch, Pierce, Fenner & Smith Incorporated, NFP Securities, Inc., Legg Mason Wood Walker, Incorporated, and A. G. Edwards & Sons, Inc. Mary Elizabeth holds Series 7, Series 63, and Series 65 licenses. Mary Elizabeth also holds the SIE designation. Mary Elizabeth specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses. Mary Elizabeth also owns and operates CVL Linen Service, LLC, a linen delivery company.
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.
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.
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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FL
08/13/2024 - Present
AE Wealth Management, LLC (Spring Hill FL)
FL
05/21/2013 - 12/31/2017
J.W. COLE FINANCIAL, INC. (SPRING HILL FL)
FL
08/23/2011 - 02/08/2013
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CLEARWATER FL)
FL
05/07/2009 - 10/16/2009
LPL FINANCIAL CORPORATION (SAINT PETERSBURG FL)
FL
07/02/2008 - 02/27/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAINT PETERSBURG FL)
FL
10/10/2003 - 07/09/2008
LPL FINANCIAL CORPORATION (ST. PETERSBURG FL)
TX
01/03/2003 - 10/03/2003
NFP SECURITIES, INC. (AUSTIN TX)
MD
01/11/2002 - 12/02/2002
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
MO
01/08/1999 - 01/28/2002
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 05/23/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/14/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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