Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Kay Gilbert is a financial advisor with over 28 years of experience in the financial services industry. Mary Kay is registered with Raymond James Financial Services Advisors, Inc. and has a Series 7, Series 63, and Series 66 licenses. Mary Kay also holds a SIE license. Previously, Mary Kay was with UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Mary Kay specializes in financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NJ
10/07/2022 - Present
Raymond James Financial Services Advisors, Inc. (Linwood NJ)
NJ
07/20/2012 - 10/18/2022
UBS FINANCIAL SERVICES INC. (NORTHFIELD NJ)
NJ
05/01/1995 - 07/24/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (EGG HARBOR TOWNSHIP NJ)
NY
04/20/1994 - 03/28/1995
SMITH BARNEY INC. (NEW YORK NY)
BOTH
Issued 08/01/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/09/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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