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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary gordon? Claim Your ProfileMary gordon Seay is a financial advisor based in Richmond, VA. She currently works for Campbell Deegan Financial, a firm specializing in credit and cash management solutions. Mary gordon Seay has been in the industry since 2014, working at various firms including MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and PURSHE KAPLAN STERLING INVESTMENTS. She holds both Series 65 and Series 66 licenses. Mary gordon Seay provides investment advice to both high-net-worth individuals and corporations, specializing in financial planning, pension consulting, and portfolio management.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Credit and cash management solutions
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.
Revenue sharing with affiliate focus treasury & credit solutions
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2
VA
04/27/2021 - Present
Campbell Deegan Financial (Richmond VA)
VA
02/17/2017 - 08/19/2020
PURSHE KAPLAN STERLING INVESTMENTS (Richmond VA)
VA
03/10/2014 - 02/21/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RICHMOND VA)
IA
Issued 04/27/2021
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 10/27/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/06/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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