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 Nolan is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Mary Elizabeth has been in the industry since 2006. Mary Elizabeth previously worked for J.P. Morgan Securities Inc. Mary Elizabeth has a Series 66, Series 7, and a SIE license. Mary Elizabeth is registered in 40 states and has registrations with both FINRA and several SROs. The firm offers a wide range of investment advisory services, including portfolio management for individuals and businesses, performance measurement reports, and allocation modeling. The firm has offices in Ann Arbor, MI, and across the country.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
04/30/2010 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ANN ARBOR MI)
MI
10/01/2008 - 05/03/2010
J.P. MORGAN SECURITIES INC. (ANN ARBOR MI)
MI
08/29/2006 - 10/01/2008
J.P. MORGAN SECURITIES INC. (ANN ARBOR MI)
BOTH
Issued 09/22/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2006
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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