Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Louise Muguira is a financial advisor registered with D.A. Davidson & Co. in Boise, ID. Mary has over 30 years of experience in the financial services industry, holding licenses and registrations in both the broker-dealer and investment advisor fields. She is registered to offer securities and investment advisory services in several states, including Idaho, Texas, and New York. Mary previously worked with Morgan Stanley Smith Barney and Citigroup Global Markets Inc. in Boise. She is committed to providing clients with personalized financial advice and solutions tailored to their specific needs.
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.
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
ID
09/24/2018 - Present
D.a. Davidson & Co. (BOISE ID)
ID
06/01/2009 - 03/09/2011
MORGAN STANLEY SMITH BARNEY (BOISE ID)
ID
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BOISE ID)
NY
03/21/1989 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 11/05/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/06/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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