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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Katherine Byrd is a financial advisor with Raymond James & Associates, Inc. Mary Katherine has been in the industry since 1996. She is registered with the state of Florida, Kentucky, and Tennessee. Her office is located in Franklin, Tennessee. Prior to joining Raymond James & Associates, Inc., Mary Katherine worked at MORGAN KEEGAN & COMPANY, INC., AMSOUTH INVESTMENT SERVICES, INC., INVEST FINANCIAL CORPORATION, AMERISTAR CAPITAL MARKETS, INC., LEGEND EQUITIES CORPORATION, and SECURITIES AMERICA, INC. Mary Katherine specializes in providing financial planning, investment advisory, and portfolio management services to individuals, businesses, high net worth individuals, corporations, insurance companies, charitable organizations, and pension and profit sharing plans.
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.
Please see note in schedule d - miscellaneous
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.
1
2
TN
02/13/2013 - Present
Raymond James & Associates, Inc. (Franklin TN)
TN
02/13/2007 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (NASHVILLE TN)
TN
02/14/2000 - 02/13/2007
AMSOUTH INVESTMENT SERVICES, INC. (NASHVILLE TN)
WI
02/01/1997 - 02/14/2000
INVEST FINANCIAL CORPORATION (APPLETON WI)
NA
01/14/1997 - 02/01/1997
AMERISTAR CAPITAL MARKETS, INC.
FL
03/05/1996 - 09/27/1996
LEGEND EQUITIES CORPORATION (PALM BEACH GARDENS FL)
NE
12/18/1995 - 02/26/1996
SECURITIES AMERICA, INC. (LAVISTA NE)
BC
Issued 04/19/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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