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Mary Katherine Donnelly

Equitable Distributors, LLC

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About Mary Katherine Donnelly

Mary Katherine Donnelly is a financial professional registered with Equitable Distributors, LLC, and has been in the industry since November 2022. Mary Katherine Donnelly is registered with the Financial Industry Regulatory Authority (FINRA) and has passed the Series 63, Series 6TO and SIE exams. Mary Katherine Donnelly is currently licensed in North Carolina and New York.

Firm Information

Mary Donnelly is currently registered with Equitable Distributors, LLC. Equitable Distributors, LLC is a Limited Liability Company formed in 2002. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia and Puerto Rico. Equitable Distributors, LLC has one arbitration disclosure.

Not reported

Assets Under Management

Not reported

Total Clients

312

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Mary Donnelly’s Registration & Firm History

NC

11/18/2022 - Present

Equitable Distributors, LLC (Charlotte NC)

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Licenses & Designations

BC

Issued 12/21/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/18/2022

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 11/02/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mary Katherine Donnelly.
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