Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary MacAtee is a financial advisor who has been working in the industry since 2009. She is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and holds a variety of licenses and certifications including the Series 7, 9, 10, 63 and 66. Mary's previous work experience includes time with Northwestern Mutual Investment Services, LLC and Fidelity Brokerage Services LLC. Mary provides portfolio management for individuals and businesses as well as pension consulting.
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
06/17/2015 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MOUNT PLEASANT SC)
GA
05/05/2011 - 05/22/2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PEACHTREE COR GA)
GA
10/22/2010 - 04/06/2011
FIDELITY BROKERAGE SERVICES LLC (ALPHARETTA GA)
GA
04/03/2009 - 09/23/2010
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ATLANTA GA)
BOTH
Issued 12/17/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/29/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/23/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/08/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2009
Series 7 - General Securities Representative 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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