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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 Jane Ferry is a financial advisor registered with LPL Enterprise, LLC. Mary Jane has been in the financial industry since April 15, 2001. She is currently registered with the states of Florida, Missouri, South Carolina and Texas. Mary Jane is also registered with FINRA. Her previous experience includes working with TD Ameritrade, Inc., and Scottrade, Inc. Mary Jane has passed the Series 63, 66, 7, 9, 10, 24, 4, 52TO, 53 and SIE exams.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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
FL
11/28/2024 - Present
LPL Enterprise, LLC (ST PETERSBURG FL)
MO
12/20/2017 - 12/31/2023
TD AMERITRADE, INC. (St Louis MO)
MO
09/22/2005 - 09/10/2018
SCOTTRADE, INC. (ST LOUIS MO)
MO
04/16/2001 - 09/21/2005
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 09/01/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/11/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/19/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/19/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/28/2021
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/16/2018
Series 4 - Registered Options Principal Examination
BC
Issued 01/31/2013
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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