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 Thomson is a financial advisor with over 30 years of experience in the industry. Mary Ellen has been registered with the Securities and Exchange Commission (SEC) since 1989. Mary Ellen is currently affiliated with Raymond James Financial Services Advisors, Inc. where she has been employed since 2015. Previously, Mary Ellen was employed by Merrill Lynch, Pierce, Fenner & Smith Incorporated for over 27 years. Mary Ellen is licensed in 14 states and specializes in financial planning, portfolio management for businesses and individuals, and pension consulting. Mary Ellen is a licensed agent for Specific Solutions and also offers a variety of non-variable insurance products and services.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
PA
07/15/2015 - Present
Raymond James Financial Services Advisors, Inc. (YORK PA)
PA
08/22/1989 - 06/18/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (YORK PA)
BOTH
Issued 09/14/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/05/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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