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 Muse is a registered representative with LPL Financial LLC, based in Houston, Texas. Mary Jane has been in the financial services industry since 1984 and has experience with a variety of firms, including WELLS FARGO CLEARING SERVICES, LLC, A. G. EDWARDS & SONS, INC., and SHEARSON LEHMAN HUTTON INC. Mary Jane holds a variety of licenses and certifications, including the Series 3, 5, 7, 15, 63, and SIE exams. Mary Jane offers a variety of financial services, including financial planning, portfolio management, and consulting.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
04/26/2022 - Present
LPL Financial LLC (HOUSTON TX)
TX
01/01/2008 - 03/30/2022
WELLS FARGO CLEARING SERVICES, LLC (HOUSTON TX)
TX
06/14/1990 - 01/03/2008
A. G. EDWARDS & SONS, INC. (HOUSTON TX)
NY
08/16/1984 - 06/28/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
07/20/1983 - 11/22/1983
DEAN WITTER REYNOLDS INC.
BC
Issued 07/20/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1987
Series 3 - National Commodity Futures Examination
BC
Issued 07/15/1986
Series 15 - Foreign Currency Options Examination
BC
Issued 07/08/1986
Series 5 - Interest Rate Options Examination
BC
Issued 07/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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