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 Loggins is a financial advisor with over 30 years of experience in the industry. Mary Lynn has been registered with Raymond James & Associates, Inc. since 2009 and previously worked with Citigroup Global Markets Inc. and First Tennessee Brokerage, Inc. Mary Lynn holds several industry certifications, including the Series 3, 6, 7, 63 and 65 licenses and is a Certified Financial Planner. Mary Lynn provides a range of financial services, including financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars and selection of other advisors.
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.
Please see note in schedule d - miscellaneous
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
TN
03/27/2009 - Present
Raymond James & Associates, Inc. (CHATTANOOGA TN)
TN
10/09/1999 - 04/15/2009
CITIGROUP GLOBAL MARKETS INC. (CHATTANOOGA TN)
TN
03/26/1998 - 07/02/1999
FIRST TENNESSEE BROKERAGE, INC. (MEMPHIS TN)
TN
07/22/1992 - 01/04/1994
FIRST TENNESSEE BROKERAGE, INC. (MEMPHIS TN)
NA
11/22/1983 - 05/05/1988
E. F. HUTTON & COMPANY INC
IA
Issued 06/16/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/21/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/1993
Series 7 - General Securities Representative Examination
BC
Issued 07/20/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/15/1984
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Mary Loggins is the right advisor for you? Invested Better is here to help.
