Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Rigsbee is an investment advisor representative with over 20 years of experience in the financial services industry. Mary is currently registered with Raymond James & Associates, Inc. and has previously worked with Morgan Stanley, Citigroup Global Markets Inc., Raymond James Financial Services, Inc. and Prudential Securities Incorporated.
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.
Please see note in schedule d - miscellaneous
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
FL
04/26/2019 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
06/01/2009 - 04/10/2019
MORGAN STANLEY (TAMPA FL)
TX
07/07/2000 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SAN ANTONIO TX)
FL
04/30/1999 - 06/23/2000
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
NY
06/25/1997 - 04/06/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 03/25/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/28/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/08/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/08/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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