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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 Bredemeier is a financial advisor with Fidelity Personal And Workplace Advisors. Mary has been in the industry since December 1991 and has worked at various firms including Morgan Stanley, GWFS Equities, Inc., RBC Capital Markets, LLC, Dain Rauscher Incorporated, and A. G. Edwards & Sons, Inc. Mary is registered with FINRA and holds Series 7, 31, 63, and 66 licenses. Mary is a registered investment advisor in Colorado. Mary specializes in working with individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Mary provides financial planning, portfolio management, and educational seminars.
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.
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.
1
2
CO
03/02/2023 - Present
Fidelity Personal AND Workplace Advisors (GREENWOOD VILLAGE CO)
CO
07/26/2021 - 09/08/2022
MORGAN STANLEY (Denver CO)
CO
04/24/2020 - 07/16/2021
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
CO
03/02/1998 - 10/09/2019
RBC CAPITAL MARKETS, LLC (DENVER CO)
NA
11/03/1995 - 03/02/1998
DAIN RAUSCHER INCORPORATED
MO
01/29/1991 - 11/10/1995
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 06/25/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/30/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 12/19/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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