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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Loeb Wiener is a registered investment advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Mary Loeb Wiener has over 38 years of experience in the financial industry. She has been with Merrill Lynch since 1998. Mary Loeb Wiener is also registered with the state of Texas as an investment advisor. She is a Series 7, Series 63 and Series 65 licensed representative. She is also licensed in 26 other states as a broker-dealer. Mary Loeb Wiener has a long history of working in the financial industry and has held positions at a number of firms, including Furman Selz LLC, MML Investors Services, Inc., Cowen & Co., and Wertheim Schroder & Co. Incorporated.
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
NY
06/25/2008 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
NY
06/24/1994 - 07/15/1997
FURMAN SELZ LLC (NEW YORK NY)
MA
04/30/1990 - 03/15/1994
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NY
10/13/1989 - 04/03/1990
COWEN & CO. (NEW YORK NY)
NY
04/22/1982 - 02/13/1989
WERTHEIM SCHRODER & CO. INCORPORATED (NEW YORK NY)
IA
Issued 03/02/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/1982
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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