Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Valliant is a financial advisor with Raymond James Financial Services Advisors, Inc. Mary has been in the financial services industry since 1988. She is a registered investment advisor in Maryland, Texas, and Virginia. Mary is also a Series 7, Series 24, Series 63, and Series 65 licensed professional. She is a member of the board of directors at Medical Mutual Liability Insurance Society of Maryland and is also the owner of Valliant and Associates, LLC, dba Valliant Wealth Strategies. Mary's specialties include financial planning, pension consulting, and portfolio 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.
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
MD
09/17/2020 - Present
Raymond James Financial Services Advisors, Inc. (Chestertown MD)
FL
06/13/1997 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
MN
09/11/1991 - 06/16/1997
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
NA
03/23/1981 - 06/01/1984
PAINEWEBBER INCORPORATED
IA
Issued 03/21/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/11/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/15/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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