Unclaimed
Mary Kathryn Farris is a financial advisor who works at First Horizon Advisors, Inc.. Mary is a registered representative with the FINRA and has been in the industry since 2018. Mary has a Series 66, a Series 7, and a SIE. Mary has been registered with the states of North Carolina, South Carolina, Tennessee and Florida. Mary Kathryn Farris has been licensed in North Carolina as an investment advisor representative. Mary Kathryn Farris is a financial advisor who specializes in financial planning, pension consulting, educational seminars, and selection of other advisors. Mary Kathryn Farris is a financial advisor with experience in providing portfolio management for businesses and individuals. Mary Kathryn Farris also provides investment-related sales of insurance and annuities. Mary Kathryn Farris worked at MML Investors Services, LLC in Atlanta, GA and Edward Jones in Roswell, GA. Mary Kathryn Farris has been licensed in the state of North Carolina as an investment advisor representative. Mary Kathryn Farris is a financial advisor who works at First Horizon Advisors, Inc. Mary Kathryn Farris's work experience includes Team Rental & Party, Aerie by American Eagle Outfitters, Furman University, Mass Mutual Life Insurance Co, MML Investors Services, LLC, Postmates, Edward Jones, Team Rental & Party, Freelance, Chico's FAS, and First Horizon Advisors.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NC
09/08/2020 - Present
First Horizon Advisors, Inc. (WINSTON SALEM NC)
GA
04/25/2019 - 09/24/2019
MML INVESTORS SERVICES, LLC (ATLANTA GA)
GA
06/28/2018 - 01/29/2019
EDWARD JONES (ROSWELL GA)
BOTH
Issued 01/15/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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