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 Wescott is a financial advisor with over 20 years of experience in the industry. Mary is currently registered with Private Client Services, LLC, and has been with them since 2013. Prior to joining Private Client Services, LLC, Mary was with J.J.B. HILLIARD, W.L. LYONS, LLC for five years and with Transamerica Capital, Inc. for two years. She is a Series 6, 7, 24, and 63 licensed professional. Mary's specializations include retirement planning, college savings plans, and investment management for individuals and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
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KY
04/26/2013 - Present
Private Client Services, LLC (LOUISVILLE KY)
KY
05/12/2008 - 04/23/2013
J.J.B. HILLIARD, W.L. LYONS, LLC (LOUISVILLE KY)
KY
06/23/2004 - 10/23/2006
TRANSAMERICA CAPITAL, INC. (LOUISVILLE KY)
IA
07/25/2001 - 06/29/2004
AFSG SECURITIES CORPORATION (CEDAR RAPIDS IA)
BC
Issued 09/17/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/01/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2011
Series 7 - General Securities Representative Examination
BC
Issued 07/24/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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