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 Frey is a financial advisor at Stifel, Nicolaus & Company, Inc. in Birmingham, MI. Mary has been in the industry since 1998. Mary is registered with FINRA as a Registered Representative, and she has been a registered investment advisor in Michigan and Texas. Mary specializes in providing financial planning, portfolio management, and pension consulting services to individuals and families.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MI
05/28/2020 - Present
Stifel, Nicolaus & Company, Inc. (BIRMINGHAM MI)
MI
10/05/2006 - 04/12/2019
OPPENHEIMER & CO. INC. (BIRMINGHAM MI)
MI
04/10/2001 - 10/11/2006
MCDONALD INVESTMENTS INC. (BIRMINGHAM MI)
NA
03/04/1987 - 10/29/1987
FIRST OF MICHIGAN CORPORATION
NA
01/23/1985 - 03/13/1987
PAINEWEBBER INCORPORATED
IA
Issued 11/19/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/14/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/15/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/08/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2011
Series 3 - National Commodity Futures Examination
BC
Issued 04/09/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Mary Frey is the right advisor for you? Invested Better is here to help.
