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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 Holliday is a financial advisor with Morgan Stanley. Mary has been in the industry for over eight years. Mary is registered with the state of Utah and has an active Series 66 license. Mary is a financial advisor with Morgan Stanley and has been in the industry for over eight years. Mary has worked at several firms, including E*TRADE Securities LLC, MML Investors Services, LLC and Morgan Stanley. Mary also holds a Series 53, Series 24, Series 52, and Series 7 license. Mary is registered with the state of Utah and has an active Series 66 license. Mary specializes in investment management for individuals, businesses, and investment companies.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
UT
09/05/2023 - Present
Morgan Stanley (Sandy UT)
UT
01/06/2021 - 09/05/2023
E*TRADE SECURITIES LLC (SANDY UT)
UT
09/03/2015 - 12/16/2020
MML INVESTORS SERVICES, LLC (Lehi UT)
BOTH
Issued 12/14/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/20/2016
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/28/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2016
Series 52 - Municipal Securities Representative Examination
BC
Issued 09/03/2015
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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