Unclaimed
Mary Elizabeth Fairchild is a financial advisor with Ameriprise Financial Services, LLC. Mary has over 34 years of experience in the financial services industry. She holds a Series 7, 63 and 66 license and is a CERTIFIED FINANCIAL PLANNER™. Mary has worked with clients in a variety of industries, including individuals, families, businesses, and non-profits. Mary is committed to helping clients achieve their financial goals, and she is dedicated to providing personalized service.
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.
Asset allocation services
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
NY
04/05/2021 - Present
Ameriprise Financial Services, LLC (Rochester NY)
NY
01/07/2010 - 03/15/2010
LINCOLN FINANCIAL ADVISORS CORPORATION (PITTSFORD NY)
MN
01/19/1988 - 08/12/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/19/1988 - 08/12/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 02/03/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/01/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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