Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Grisel Fernandez is a financial advisor with over 20 years of experience in the industry. Mary currently works for Wells Fargo Clearing Services, LLC, and is registered as a Registered Representative in North Carolina and Texas. Prior to joining Wells Fargo, Mary was with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Mary's background includes experience with Chase Securities Inc. and J.P. Morgan Securities Inc. Mary is Series 7, Series 31 and Series 63 licensed and holds the Series 65 license.
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.
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.
Investment consulting services to institutional clients
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
NC
09/10/2021 - Present
Wells Fargo Clearing Services, LLC (CHARLOTTE NC)
NC
10/03/2005 - 08/11/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)
NY
05/01/2001 - 10/11/2005
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
TX
12/04/2001 - 01/06/2003
J.P. MORGAN SECURITIES OF TEXAS, INC. (HOUSTON TX)
NY
04/03/2001 - 05/01/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
03/14/2001 - 04/02/2001
CHASE SECURITIES INC. (NEW YORK NY)
IA
Issued 10/25/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/23/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 03/13/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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