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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 Irish is a financial advisor with Morgan Stanley. Mary has been in the industry since May 1988. She holds FINRA Series 7, 63 and 65 licenses, as well as the SIE exam. She is registered to provide investment advice in 40 states and is also a Certified Financial Planner. Mary has experience working for both Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc. Mary has extensive experience serving the needs of individuals and families, charitable organizations, insurance companies, investment companies, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses and state or municipal government entities.
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
NY
06/16/2022 - Present
Morgan Stanley (Latham NY)
NY
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (ALBANY NY)
NY
05/25/1988 - 04/02/2007
MORGAN STANLEY DW INC. (ALBANY NY)
IA
Issued 07/21/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/05/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1988
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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