Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary lou? Claim Your ProfileMary lou Zangerle is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. based in Dearborn, MI. Mary lou has been in the financial industry since October 22, 1972 and has a strong track record of success in helping clients reach their financial goals. Mary lou is registered to provide investment advice in several states, including Florida, Michigan, Ohio, and Texas. Mary lou's focus is on providing comprehensive financial planning and investment management services to individuals, families, and businesses. Mary lou is dedicated to building long-term relationships with her clients and providing them with the personalized attention they deserve.
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
MI
10/15/2007 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (DEARBORN MI)
NA
02/24/1978 - 01/14/1979
DEAN WITTER REYNOLDS INC.
NA
06/14/1974 - 08/03/1974
THE OHIO COMPANY
NA
04/02/1969 - 07/04/1974
CHARLES A. PARCELLS & CO.
IA
Issued 05/11/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/29/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/1977
PC - AMEX Put and Call Exam
BC
Issued 11/20/1976
Series 7 - General Securities Representative Examination
BC
Issued 03/27/1969
Series 1 - Registered 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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