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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary jean? Claim Your ProfileMary jean Serene is an active investment advisor representative at Russell Investments Implementation Services, LLC. She has been in the industry since 2004 and has a wide range of experience. Mary jean Serene is a Registered Representative and Investment Advisor Representative and has passed the Series 63, Series 66, Series 7, Series 24, and SIE exams. She is currently registered in the state of Washington. Mary jean Serene previously worked at Russell Financial Services, Inc., Part of Russell Investments and Russell Institutional Services Inc., Part of Russell Investments.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Execution 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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of revenue/intracompany agrmts
1
2
WA
06/15/2016 - Present
Russell Investments Implementation Services, LLC (SEATTLE WA)
IL
01/02/2013 - 06/15/2016
RUSSELL FINANCIAL SERVICES, INC., PART OF RUSSELL INVESTMENTS (CHICAGO IL)
NY
01/01/2008 - 06/21/2011
RUSSELL FINANCIAL SERVICES, INC., PART OF RUSSELL INVESTMENTS (NEW YORK NY)
NY
09/18/2007 - 01/01/2008
RUSSELL INSTITUTIONAL SERVICES INC., PART OF RUSSELL INVESTMENTS (NEW YORK NY)
IL
10/19/2004 - 08/31/2007
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CHICAGO IL)
BOTH
Issued 07/10/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/18/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/24/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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