Unclaimed
Mary Kenny Ewasyshyn is a financial advisor with over 35 years of experience in the industry. Mary is a CERTIFIED FINANCIAL PLANNER™ professional and a CHARTERED FINANCIAL CONSULTANT® professional. Mary is currently registered with Newedge Advisors, LLC and devotes 160 hours per month to this activity during trading hours. Mary provides advisory services through Newedge Advisors, LLC, a registered investment advisor, doing business as (DBA) E & E Wealth. Mary is also registered with Newedge Securities Inc. Mary has previously worked for Ameriprise Financial Services, LLC and IDS Life Insurance Company. Mary's previous experience spans 35 years. Mary has earned the Series 63, SIE, and Series 7 licenses.
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.
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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MI
09/06/2022 - Present
Newedge Advisors (Troy MI)
MI
09/06/2022 - 10/27/2023
NEWEDGE SECURITIES, INC. (Troy MI)
MI
08/21/1986 - 09/14/2022
AMERIPRISE FINANCIAL SERVICES, LLC (Novi MI)
MN
08/21/1986 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 09/12/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1986
Series 7 - General Securities Representative Examination
Active
Inactive
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