Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Taliaferro is a registered investment advisor representative with Wealth Enhancement Advisory Services, LLC. Mary has been in the financial services industry for over 9 years. Mary has a strong background in providing financial advice to individuals, high net worth individuals, and small businesses. Mary is committed to providing her clients with personalized financial advice to help them reach their financial goals. Mary is also a Registered Representative of LPL Financial.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
OH
09/11/2023 - Present
Wealth Enhancement Advisory Services, LLC (CINCINNATI OH)
OH
10/09/2020 - 07/18/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CINCINNATI OH)
NY
08/19/2019 - 09/08/2020
NYLIFE DISTRIBUTORS LLC (NEW YORK NY)
NY
08/07/2018 - 08/22/2019
NYLIFE SECURITIES LLC (NEW YORK NY)
NY
07/29/2014 - 08/08/2018
NYLIFE DISTRIBUTORS LLC (NEW YORK NY)
BOTH
Issued 09/08/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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