Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Lynn Bosway is a financial advisor with RBC Capital Markets, LLC. Mary Lynn is registered to provide investment advice in Ohio and Texas. She has been in the financial industry since May 2001 and holds the Series 7 and Series 66 licenses. Mary Lynn has previously worked with Morgan Stanley, GWFS Equities, Inc., BB&T Securities, LLC, BB&T Investment Services, Inc., PNC Investments, Key Investment Services LLC, and McDonald Investments Inc. Mary Lynn has specialized experience working with individuals, high net worth individuals, businesses, pension and profit sharing plans, corporations, insurance companies, charitable organizations, state or municipal government entities, and pooled investment vehicles.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
1
2
OH
08/22/2024 - Present
RBC Capital Markets, LLC (Cincinnati OH)
OH
01/24/2019 - 08/27/2024
MORGAN STANLEY (Cincinnati OH)
CO
10/31/2018 - 01/24/2019
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
KY
01/02/2018 - 10/10/2018
BB&T SECURITIES, LLC (CRESTVIEW HILLS KY)
KY
09/09/2016 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (CRESTVIEW HILLS KY)
KY
09/09/2013 - 08/23/2016
PNC INVESTMENTS (FLORENCE KY)
KY
01/18/2006 - 08/07/2013
KEY INVESTMENT SERVICES LLC (FLORENCE KY)
KY
02/27/2001 - 01/18/2006
MCDONALD INVESTMENTS INC. (FLORENCE KY)
BOTH
Issued 10/30/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2001
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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