Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Kissel is a financial professional with over 20 years of experience in the industry. Mary is currently registered with Stephens as a General Securities Representative and has held this position since June 2021. Prior to joining Stephens, Mary was a registered representative with Goldman, Sachs & Co. from November 1999 to June 2002. Mary holds the Series 3, 7, 7TO, 63 and SIE licenses. Mary specializes in providing investment advice and portfolio management services to individuals, high-net-worth individuals, corporations, and other businesses. Mary's client base includes individuals, families, and corporations, and she provides a variety of services to meet their needs, including financial planning, investment management, and retirement planning.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
06/02/2021 - Present
Stephens (DALLAS TX)
NY
11/03/1999 - 06/26/2002
GOLDMAN, SACHS & CO. (NEW YORK NY)
BC
Issued 07/23/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/02/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/28/2021
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2001
Series 3 - National Commodity Futures Examination
BC
Issued 09/18/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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