Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Lumsden is a financial advisor with over 35 years of experience in the industry. Currently, Mary is registered with Wells Fargo Advisors Financial Network, LLC and provides financial advice to a variety of clients. She is registered in 27 states and the District of Columbia. Mary has a wide range of experience, having previously worked at Wells Fargo Clearing Services, LLC and A. G. Edwards & Sons, Inc. Mary is a licensed securities agent and investment advisor, and she holds both Series 7 and Series 63 licenses.
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.
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.
Investment consulting services to institutional clients
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.
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2
OH
04/01/2024 - Present
Wells Fargo Advisors Financial Network, LLC (TROY OH)
OH
01/01/2008 - 04/01/2024
WELLS FARGO CLEARING SERVICES, LLC (WESTLAKE OH)
OH
01/29/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (WESTLAKE OH)
OH
12/20/1988 - 02/02/2007
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
BC
Issued 03/10/2000
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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