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 Ward is a financial advisor with Oppenheimer & Co. Inc. Mary has been in the industry since 1994 and has a broad range of experience. Mary has held positions at The Huntington Investment Company, Edward Jones, Systematized Benefits Administrators, Inc., and Aetna Investment Services, Inc.. Mary is licensed in several states, including Michigan, Ohio, Arizona, Arkansas, California, Colorado, Florida, Georgia, Illinois, Indiana, Kansas, North Carolina, Oregon, and Washington. Mary holds Series 6, 7, 63, and 65 licenses and the SIE designation. Mary is a Certified Financial Planner. Mary's focus areas include Retirement Planning, Investment Management, and Financial Planning. Mary is also a co-trustee of a personal trust account held at Oppenheimer & Co. Inc.
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.
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
MI
09/21/2007 - Present
Oppenheimer & Co. Inc. (BIRMINGHAM MI)
OH
03/19/2003 - 03/11/2005
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
MO
01/31/2000 - 03/07/2002
EDWARD JONES (ST. LOUIS MO)
CT
04/10/1997 - 02/09/2000
SYSTEMATIZED BENEFITS ADMINISTRATORS, INC. (WINDSOR CT)
CT
04/04/1994 - 02/08/2000
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
IA
Issued 12/18/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/27/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/31/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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