Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary jo? Claim Your ProfileMary Jo Harper is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. with over 30 years of experience in the securities industry. Mary Jo is a Series 7, Series 63, and Series 66 licensed professional, and has been actively registered with the Securities and Exchange Commission (SEC) since 1988. Mary Jo has a strong focus on providing securities and investment advisory services to individuals, high-net-worth individuals, corporations, and institutions. Mary Jo specializes in investment management, retirement planning, and estate planning. Mary Jo has also been active in providing financial education and seminars to clients. Mary Jo is dedicated to providing personalized financial advice and guidance to her clients. Mary Jo provides services to clients in a variety of states, including Pennsylvania, Connecticut, Florida, and Texas.
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
PA
06/26/2002 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (EXTON PA)
BOTH
Issued 07/07/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/20/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1988
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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