Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Eveline Stokes is a financial professional with over 30 years of experience in the financial services industry. Mary is currently registered with Cetera Investment Advisers LLC as an Investment Advisor Representative. Mary has also been previously registered with Securities America, Inc., Walnut Street Securities, Inc., Nathan & Lewis Securities, Inc., Aetna Investment Services, LLC, John Hancock Distributors, Inc., John Hancock Mutual Life Insurance Company, New England Securities, Guardian Investor Services Corporation, and NYLife Securities Inc. Mary has a broad range of experience in financial planning, portfolio management, and investment advisory services, including investment advice for individuals, businesses, corporations, pension plans, and charitable organizations.
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.
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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NY
05/15/2024 - Present
Cetera Investment Advisers LLC (HALFMOON NY)
NY
09/20/2005 - 06/04/2024
SECURITIES AMERICA, INC. (ALBANY NY)
CA
08/01/2003 - 09/26/2005
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
12/01/1995 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
CT
03/20/1996 - 12/06/2001
AETNA INVESTMENT SERVICES, LLC (WINDSOR CT)
MA
05/10/1993 - 12/21/1995
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
05/10/1993 - 12/21/1995
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
NY
06/19/1990 - 04/29/1993
NEW ENGLAND SECURITIES (NEW YORK NY)
NY
07/31/1989 - 06/11/1990
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NY
08/15/1983 - 02/23/1989
NYLIFE SECURITIES INC. (NEW YORK NY)
BC
Issued 08/27/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2005
Series 7 - General Securities Representative Examination
BC
Issued 08/27/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/06/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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