Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Curry is a financial advisor with Morgan Stanley. Mary is a registered representative with FINRA and is also licensed in 53 states and 3 jurisdictions. Mary has been in the securities industry since June 18, 2001. Mary has worked with a number of financial firms over the years, including E*TRADE Securities LLC, TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, FIFTH THIRD SECURITIES, INC., and THE HUNTINGTON INVESTMENT COMPANY. Currently, Mary provides services to individuals, families, businesses, and institutions in the areas of financial planning, asset allocation, and investment management.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
09/06/2022 - Present
Morgan Stanley (Wesley Chapel FL)
NJ
11/25/2020 - 09/05/2023
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
FL
05/21/2019 - 11/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (TAMPA FL)
FL
03/08/2005 - 04/26/2019
FIFTH THIRD SECURITIES, INC. (PALM HARBOR FL)
OH
04/17/2001 - 02/07/2005
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
BOTH
Issued 11/17/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/16/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2009
Series 7 - General Securities Representative Examination
BC
Issued 04/16/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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