Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Lavell Brennan is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc., having joined the firm in January 2019. Mary has a combined 9 years of experience in the securities industry. Mary is registered with the Securities and Exchange Commission (SEC) as an investment advisor representative and holds licenses in several states, including South Carolina and Texas. Mary has passed the Series 7, SIE, and Series 66 exams. Mary Lavell Brennan is a licensed and experienced financial professional and can offer you advice and guidance in the areas of investment management, retirement planning, and estate planning.
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
SC
08/21/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MOUNT PLEASANT SC)
BOTH
Issued 07/08/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/25/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/03/2023
SIE - Securities Industry Essentials 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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