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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Elizabeth Storjohann is a financial advisor registered with Abacus Wealth Partners in SANTA MONICA, CA. Mary Elizabeth Storjohann has over 10 years of experience in the financial industry, with previous roles at Morgan Stanley and Citigroup. She holds FINRA Series 7, Series 31, and Series 66 licenses, as well as the Certified Financial Planner designation. Mary Elizabeth Storjohann specializes in providing financial planning, portfolio management, and consulting services to individuals, families, businesses, and charitable organizations.
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.
Consulting 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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
08/03/2019 - Present
Abacus Wealth Partners (SANTA MONICA CA)
CA
10/19/2010 - 01/10/2011
MORGAN STANLEY SMITH BARNEY (CARLSBAD CA)
CA
04/02/2007 - 10/02/2007
MORGAN STANLEY & CO., INCORPORATED (CARLSBAD CA)
CA
03/16/2007 - 04/02/2007
MORGAN STANLEY DW INC. (CARLSBAD CA)
CA
10/27/2006 - 03/26/2007
CITIGROUP GLOBAL MARKETS INC. (SAN DIEGO CA)
BOTH
Issued 11/09/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/19/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 10/18/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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