Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Ida Laplante is an investment advisor representative with Ernst & Young Investment Advisers LLP. Mary has been in the financial services industry since 1999. Mary is registered with the state of Florida. Mary holds a Series 63, Series 65, Series 7 and SIE securities licenses. Mary is also a Certified Financial Planner. Mary has previously worked at Stifel, Nicolaus & Company, Incorporated, UBS Financial Services Inc. and Citigroup Global Markets Inc..
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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2
FL
02/03/2021 - Present
Ernst & Young Investment Advisers LLP (Tampa FL)
FL
08/14/2009 - 12/17/2015
STIFEL, NICOLAUS & COMPANY, INCORPORATED (GAINESVILLE FL)
FL
08/01/2007 - 08/14/2009
UBS FINANCIAL SERVICES INC. (GAINSVILLE FL)
FL
04/23/1999 - 08/07/2007
CITIGROUP GLOBAL MARKETS INC. (OCALA FL)
IA
Issued 05/08/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/30/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/2015
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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