Unclaimed
Mary Joanne Feltl has over 30 years of experience in the financial services industry. Mary is currently registered with Feltl & Co., a firm based in Plymouth, Minnesota. Prior to joining Feltl & Co., Mary worked at MILLER JOHNSON STEICHEN KINNARD, INC. Mary holds the Series 63, Series 24, Series 7, and SIE licenses. Mary is registered to provide securities services in Minnesota.
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.
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.
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2
MN
11/27/2001 - Present
Feltl & Co. (Plymouth MN)
MN
09/26/1991 - 10/01/2001
MILLER JOHNSON STEICHEN KINNARD, INC. (MINNEAPOLIS MN)
BC
Issued 10/14/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/10/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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