Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary K Elliott is a financial advisor who has been in the industry since 1992. Currently, Mary is registered with Morgan Stanley as a Registered Representative. Mary has previously worked for MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, TFS SECURITIES, INC. and MORGAN STANLEY & CO., INCORPORATED. Mary holds Series 63, 66 and 7 licenses as well as the SIE exam. Mary has a wide range of specializations including securities, insurance, mutual funds, variable annuities, fixed annuities, and retirement planning.
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
NJ
02/19/2020 - Present
Morgan Stanley (Shrewsbury NJ)
NJ
08/26/2008 - 11/11/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MANASQUAN NJ)
NJ
04/26/2006 - 09/04/2008
TFS SECURITIES, INC. (RED BANK NJ)
NY
06/24/1991 - 04/06/2005
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
BOTH
Issued 09/08/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/24/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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