Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Helen Jacobus is a financial advisor with over 20 years of experience in the financial services industry. Mary is registered with RBC Capital Markets, LLC and holds a variety of licenses and certifications, including Series 7, Series 10, Series 9, Series 31 and Series 66. She is also licensed in several states, including Colorado and Texas. Mary has a strong track record of providing financial advice to a wide range of clients, including individuals, families, businesses, and institutions. Mary is committed to providing her clients with personalized financial advice and guidance. She has previously worked with several other firms including Southwest Securities, Inc., UBS Financial Services Inc., and PaineWebber Incorporated. Mary is a graduate of the University of Denver.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
1
2
CO
04/15/2015 - Present
RBC Capital Markets, LLC (BOULDER CO)
TX
10/22/2013 - 12/12/2013
WUNDERLICH SECURITIES, INC. (HOUSTON TX)
CO
06/25/2013 - 09/16/2013
MORGAN STANLEY (DURANGO CO)
TX
02/25/2011 - 05/30/2013
MORGAN STANLEY (HOUSTON TX)
TX
11/09/2007 - 12/03/2010
SOUTHWEST SECURITIES, INC. (HOUSTON TX)
TX
06/27/2007 - 11/12/2007
NEXT FINANCIAL GROUP, INC. (HOUSTON TX)
TX
03/21/2006 - 06/26/2007
SOUTHWEST SECURITIES, INC. (HOUSTON TX)
NJ
10/23/2004 - 03/29/2006
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NJ
12/19/2001 - 11/26/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
09/05/2000 - 04/06/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
08/14/2000 - 09/20/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
07/20/1999 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
BOTH
Issued 10/12/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/03/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/14/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/14/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/14/2022
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1999
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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