Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Lloyd is a financial advisor who has been in the industry since 1998. She is currently registered with Ameriprise Financial Services, LLC in Daytona Beach, Florida. Mary Lloyd has extensive experience with various financial services firms, including Edward Jones, Stifel, Nicolaus & Company, Incorporated, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wells Fargo Advisors, LLC, National Planning Corporation, and SunTrust Investment Services, Inc. Mary Lloyd specializes in financial planning, portfolio management, and asset allocation services.
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.
Asset allocation services
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
FL
07/22/2024 - Present
Ameriprise Financial Services, LLC (Daytona Beach FL)
FL
05/17/2022 - 06/27/2024
EDWARD JONES (DELAND FL)
FL
03/03/2022 - 04/12/2022
STIFEL, NICOLAUS & COMPANY, INCORPORATED (DAYTONA BEACH FL)
FL
07/14/2017 - 02/22/2022
EDWARD JONES (DELAND FL)
FL
05/09/2016 - 05/18/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DAYTONA BEACH FL)
FL
01/28/2016 - 04/22/2016
WELLS FARGO ADVISORS, LLC (DAYTONA BEACH FL)
FL
09/03/2015 - 12/18/2015
NATIONAL PLANNING CORPORATION (PORT ORANGE FL)
FL
01/28/2008 - 08/10/2015
SUNTRUST INVESTMENT SERVICES, INC. (PORT ORANGE FL)
FL
05/07/2003 - 11/20/2007
SUNTRUST INVESTMENT SERVICES, INC. (PORT ORANGE FL)
MO
03/29/2000 - 03/31/2003
EDWARD JONES (ST. LOUIS MO)
MO
03/01/1993 - 09/21/1995
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
BOTH
Issued 02/14/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/10/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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