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 Wright is a financial advisor with over 40 years of experience in the financial services industry. Mary is currently registered with Wells Fargo Clearing Services, LLC. Mary's prior registrations include Dean Witter Reynolds Inc., IDS Marketing Corporation and IDS/American Express Inc. Mary has a broad range of experience and holds several licenses including Series 6, 7, 63, and 65. Mary also holds the Securities Industry Essentials Examination (SIE). Mary has specialized in providing investment consulting services to institutional clients, financial planning, pension consulting, and portfolio management for both individuals and businesses.
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.
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.
Investment consulting services to institutional clients
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
WA
09/17/1997 - Present
Wells Fargo Clearing Services, LLC (BELLEVUE WA)
NY
06/20/1984 - 10/11/1994
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
01/13/1983 - 06/06/1984
IDS MARKETING CORPORATION
NA
01/13/1983 - 06/06/1984
IDS/AMERICAN EXPRESS INC.
IA
Issued 12/16/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/14/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1984
Series 7 - General Securities Representative Examination
BC
Issued 01/12/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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