Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Juliana Chaidez is a financial advisor with over 12 years of experience in the industry. Currently, Mary works with First Citizens Investor Services, Inc. in Atlanta, GA. She holds Series 6, 7, 63, 66, and SIE licenses. Mary specializes in financial planning, portfolio management for businesses and individuals, and selection of other advisors. Mary has experience working with First Citizens Bank, Wells Fargo Advisors, LLC, Wells Fargo Bank, NA, SunTrust Investment Services, Inc., and SunTrust Advisory Services, Inc. Mary is a Certified Financial Planner.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
GA
08/16/2023 - Present
First Citizens Investor Services, Inc. (Atlanta GA)
GA
02/28/2017 - 07/28/2023
TRUIST INVESTMENT SERVICES, INC. (ATLANTA GA)
GA
07/25/2014 - 02/07/2017
WELLS FARGO CLEARING SERVICES, LLC (WOODSTOCK GA)
GA
10/01/2012 - 07/14/2014
J.P. MORGAN SECURITIES LLC (MARIETTA GA)
GA
08/15/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (MARIETTA GA)
BOTH
Issued 03/30/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/22/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/14/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2013
Series 7 - General Securities Representative Examination
BC
Issued 08/12/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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