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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Hellen Mizzell is a financial advisor with UBS Financial Services Inc. Mary Hellen has over 27 years of experience in the financial services industry. Mary Hellen holds Series 7, 9, 10, and 66 licenses. Mary Hellen specializes in providing financial advice to a wide range of clients, including individuals, families, businesses, and institutions. Mary Hellen is also a registered investment advisor. Mary Hellen is committed to helping her clients achieve their financial goals. Mary Hellen is currently registered in 26 states, including Florida and Texas.
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.
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.
See schedule d - miscellaneous
1
2
FL
01/13/2022 - Present
UBS Financial Services Inc. (CORAL GABLES FL)
FL
08/29/2019 - 01/06/2022
MORGAN STANLEY (Miami FL)
FL
01/01/2010 - 08/26/2019
UBS FINANCIAL SERVICES INC. (MIAMI FL)
FL
02/14/2006 - 01/01/2010
UBS INTERNATIONAL INC. (MIAMI FL)
MA
08/22/2002 - 02/14/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
08/31/1994 - 08/14/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 06/11/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/13/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/13/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/1994
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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