Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Jessie Webb is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Mary has been in the industry for 23 years and is currently licensed to provide investment advice in 39 states. Mary holds Series 7, 63, and 66 securities licenses. In addition to her current employment, Mary has held previous positions at MORGAN STANLEY DW INC. and USAA INVESTMENT MANAGEMENT COMPANY. Mary is a member of BSA Troop 286 and devotes 20 hours per month to her volunteer position as committee chair.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
AZ
06/05/2009 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (GILBERT AZ)
NY
04/25/2000 - 12/06/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
TX
09/24/1999 - 12/20/1999
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
BOTH
Issued 07/22/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/06/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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