Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Katherine Foust is an investment professional with over 35 years of experience in the financial services industry. Mary is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. based in San Francisco, California. Mary has held prior roles with firms such as Robertson Stephens, Inc., Chase Securities Inc., Hambbrecht & Quist LLC, BT Alex. Brown Incorporated, and Alex. Brown & Sons Incorporated. Mary holds Series 63, Series 65, Series 7, and SIE licenses and is registered to conduct business in 31 states. Mary provides investment advice to individuals, corporations, and institutions. Mary's focus is on portfolio management, financial planning, and investment research.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
CA
11/15/2006 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SAN FRANCISCO CA)
CA
01/08/2001 - 07/26/2002
ROBERTSON STEPHENS, INC. (SAN FRANCISCO CA)
NY
02/01/2000 - 01/19/2001
CHASE SECURITIES INC. (NEW YORK NY)
CA
05/24/1999 - 02/01/2000
HAMBRECHT & QUIST LLC (SAN FRANCISCO CA)
MD
09/01/1997 - 05/25/1999
BT ALEX. BROWN INCORPORATED (BALTIMORE MD)
NA
07/25/1986 - 09/01/1997
ALEX. BROWN & SONS INCORPORATED
IA
Issued 7/22/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/29/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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