Unclaimed
Mary Helen McDow is an investment advisor representative with Edward Jones, an investment brokerage firm based in St. Louis, MO. Mary has over 25 years of experience in the financial services industry. Mary has previously worked for Raymond James Financial Services, Cetera Investment Services, Chase Investment Services, Citigroup Global Markets, Paine Webber Incorporated and H.D. Vest Investment Securities. Mary is licensed to provide investment advice in Arizona, Florida, Illinois, Indiana, Louisiana, Michigan, New York, Oklahoma, South Carolina, and Texas. Mary specializes in providing financial advice to individuals, businesses, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations. Mary also provides financial planning, pension consulting, and portfolio management services.
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.
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.
See schedule d - miscellaneous
1
2
TX
03/13/2017 - Present
Edward Jones (WEATHERFORD TX)
TX
08/01/2016 - 03/17/2017
RAYMOND JAMES FINANCIAL SERVICES, INC. (ABILENE TX)
TX
05/03/2011 - 07/29/2016
CETERA INVESTMENT SERVICES LLC (WEATHERFORD TX)
TX
02/21/2006 - 05/03/2011
CHASE INVESTMENT SERVICES CORP. (FT. WORTH TX)
TX
11/30/2000 - 12/12/2005
CITIGROUP GLOBAL MARKETS INC. (BEAUMONT TX)
NJ
11/18/1998 - 12/13/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
TX
09/03/1998 - 01/21/1999
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
BOTH
Issued 03/19/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/29/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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