Unclaimed
Mary Irene Dimartino is a financial professional with over 30 years of experience in the industry. Mary is currently a registered representative with J.p. Morgan Securities LLC. Previously, Mary worked for J.P. MORGAN SECURITIES INC., WACHOVIA CAPITAL MARKETS, LLC, WACHOVIA SECURITIES, LLC, FIRST UNION SECURITIES, INC., FIRST UNION CAPITAL MARKETS CORP. and FIRST FIDELITY BROKERS, INC. Mary holds several industry licenses and certifications, including Series 7, Series 52, Series 53, Series 63, and SIE. Mary specializes in providing financial advice to high-net-worth individuals, corporations, and other businesses.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
PA
10/01/2008 - Present
J.p. Morgan Securities LLC (Philadelphia PA)
NY
06/21/2007 - 10/01/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NC
07/01/2003 - 04/03/2007
WACHOVIA CAPITAL MARKETS, LLC (CHARLOTTE NC)
MO
02/07/2001 - 07/01/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
MO
10/01/1999 - 08/30/2000
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
02/02/1998 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NC
01/02/1996 - 02/02/1998
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NJ
01/04/1993 - 01/02/1996
FIRST FIDELITY BROKERS, INC. (NEWARK NJ)
NA
10/23/1989 - 04/01/1991
PACIFICORP CAPITAL SECURITIES, INC.
BC
Issued 02/27/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/09/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2007
Series 7 - General Securities Representative Examination
BC
Issued 10/20/1989
Series 52 - Municipal Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, 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 MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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