Unclaimed
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.
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.
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.
1
2
NC
11/18/2022 - Present
Equitable Distributors, LLC (Charlotte NC)
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
Active
Inactive
F
FINRA
Not sure Mary Donnelly is the right advisor for you? Invested Better is here to help.