Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary ellen? Claim Your ProfileMary ellen Garrett is a financial advisor associated with Merrill Lynch, Pierce, Fenner & Smith Inc. based in Atlanta, GA. Mary ellen has been in the financial industry since February 1, 1988, and holds a variety of securities licenses, including Series 7, 63 and 65. Mary ellen is registered to provide investment advice and brokerage services in 36 states and the District of Columbia. Mary ellen has previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated in New York, NY and Franklin Realty Securities Corp. Mary ellen also serves on the Advisory Board of Mercy Care Foundation Atlanta.
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
GA
05/27/1994 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ATLANTA GA)
NY
08/12/1985 - 09/01/1988
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
04/23/1985 - 09/17/1985
FRANKLIN REALTY SECURITIES CORP.
IA
Issued 08/26/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/11/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1985
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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