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 theresa Ryan is an active investment advisor representative with Oppenheimer & Co. Inc. since 2003. Mary is also an Investment Adviser Representative for CIBC WORLD MARKETS CORP. from 1990 to 2003. Mary holds several licenses including Series 63, Series 65, Series 7, Series 9, Series 10 and Series 24. Mary Ryan has a long history of experience in the financial services industry and is a registered representative in both New York and New Jersey. Mary specializes in providing financial planning, portfolio management for businesses, and portfolio management for individuals.
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
NY
04/07/2021 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
NY
01/24/1990 - 01/31/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
IA
Issued 07/18/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/05/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/03/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/01/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/23/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1990
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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