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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 Suhr is a financial advisor with Morgan Stanley. Mary Elizabeth Suhr has been working in the financial industry since 2006. Mary Elizabeth Suhr is registered with the state of California, Texas and the Financial Industry Regulatory Authority (FINRA). Mary Elizabeth Suhr has worked for Morgan Stanley & Co. Incorporated and FUNDS DISTRIBUTOR, INC.. Mary Elizabeth Suhr holds the following licenses and certifications: Series 6, Series 7, Series 31, Series 66, and SIE. Mary Elizabeth Suhr's specializations include: financial planning, portfolio management for businesses, portfolio management for individuals, and portfolio management for investment companies. Mary Elizabeth Suhr provides services to individuals, high-net-worth individuals, corporations or other businesses, insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, banking or thrift institutions, and state or municipal government entities. Mary Elizabeth Suhr's clients hold assets between $10 billion and $50 billion.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
CA
02/25/2020 - Present
Morgan Stanley (Palo Alto CA)
CA
01/19/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SAN FRANCISCO CA)
ME
01/12/2006 - 03/24/2006
FUNDS DISTRIBUTOR, INC. (PORTLAND ME)
BOTH
Issued 02/05/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 01/29/2007
Series 7 - General Securities Representative Examination
BC
Issued 01/11/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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