Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Lynch Morse is a financial advisor registered with LPL Financial LLC and has over 25 years of experience in the industry. Mary is registered in 16 states to provide investment advice and offers a range of services including financial planning and consulting. Mary has been with LPL Financial LLC since 2008 and has prior experience with Citigroup Global Markets Inc. and Merrill Lynch, Pierce, Fenner & Smith 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.
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.
Consulting and other non-discretionary advisory services
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
NJ
09/02/2008 - Present
LPL Financial LLC (FLORHAM PARK NJ)
NJ
04/20/2001 - 09/11/2008
CITIGROUP GLOBAL MARKETS INC. (SHORT HILLS NJ)
NY
03/18/1998 - 04/25/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 10/20/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 03/16/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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