Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Kathleen Bell is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Mary has been in the industry since 1987 and holds the Series 3, 7, 9, 10, 63, and 65 licenses. In addition to her current role, Mary has previously worked at Drexel Burnham Lambert Government Securities Inc. and BANC OF AMERICA SECURITIES LLC. Mary has been registered as an investment adviser representative in multiple states. Mary is also associated with HMB Music LLC, a family-held LLC, which supports her daughter's musical aspirations.
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
TN
04/12/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NASHVILLE TN)
NY
03/20/2009 - 11/01/2010
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
NA
07/25/1987 - 03/14/1990
DREXEL BURNHAM LAMBERT GOVERNMENT SECURITIES INC.
NA
06/25/1986 - 03/14/1990
DREXEL BURNHAM LAMBERT INCORPORATED
IA
Issued 09/26/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/25/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/25/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/07/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/1994
Series 3 - National Commodity Futures Examination
BC
Issued 06/21/1986
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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