Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Joanne Metro is a financial advisor at Raymond James Financial Services Advisors, Inc. Mary Joanne has been in the financial services industry since 1999. Mary Joanne is licensed in Alabama, Arizona, California, Connecticut, Delaware, Florida, Idaho, Illinois, Indiana, Louisiana, Maine, Maryland, Massachusetts, Michigan, Missouri, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Oregon, Pennsylvania, South Carolina, Texas, Vermont, Virginia, Washington, Wisconsin and Wyoming. Mary Joanne has earned the Certified Financial Planner designation. Mary Joanne is also a Certified Divorce Financial Analyst. Mary Joanne is registered with FINRA and the SEC.
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.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MA
05/18/2011 - Present
Raymond James Financial Services Advisors, Inc. (CHELMFORD MA)
MA
09/21/1999 - 06/25/2010
EDWARD JONES (CHELMSFORD MA)
BOTH
Issued 01/16/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/20/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/13/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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