Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Jane Hannah is a registered representative with Oppenheimer & Co. Inc. with over 30 years of experience in the financial industry. Mary Jane has a wide range of experience with various firms, including RBS Greenwich Capital, Berthe, Fisher & Company Financial Services, Inc., ADM Securities, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Mary Jane currently holds Series 7, Series 99TO and SIE licenses, along with a Series 63 license. Mary Jane is registered in Alabama, Florida, Georgia, North Carolina, South Carolina, and Texas. Mary Jane focuses on providing financial planning, pension consulting and portfolio management for individuals, businesses, and pooled investment vehicles.
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.
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.
1
2
GA
07/22/2009 - Present
Oppenheimer & Co. Inc. (ATLANTA GA)
GA
04/27/2001 - 12/11/2008
RBS GREENWICH CAPITAL (ATLANTA GA)
IA
03/28/1998 - 04/26/2001
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (CEDAR RAPIDS IA)
IL
11/08/1995 - 03/28/1998
ADM SECURITIES, INC. (CHICAGO IL)
NY
05/18/1993 - 10/27/1995
OPPENHEIMER & CO., INC. (NEW YORK NY)
NY
08/20/1985 - 04/28/1993
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 11/21/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/09/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/1985
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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