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 Porillo is a financial professional with over 20 years of experience in the industry. She is currently registered with Kestra Investment Services, LLC in Texas. Previously, Mary Lynn was registered with Equitable Advisors, LLC, Cadaret, Grant & Co., Inc., AXA Advisors, LLC, MONY Securities Corporation, and Trusted Securities Advisors Corp. Mary Lynn holds a Series 7, Series 24, Series 63, and Series 65 license.
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.
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.
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2
TX
11/01/2023 - Present
Kestra Investment Services, LLC (AUSTIN TX)
NY
10/07/2008 - 11/07/2023
EQUITABLE ADVISORS, LLC (SYRACUSE NY)
NY
03/30/2006 - 08/19/2008
CADARET, GRANT & CO., INC. (SYRACUSE NY)
NY
05/26/2005 - 10/17/2005
AXA ADVISORS, LLC (NEW YORK NY)
NY
07/13/1998 - 10/17/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
04/17/2002 - 12/02/2003
TRUSTED SECURITIES ADVISORS CORP. (NEW YORK NY)
BC
Issued 11/20/1998
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/05/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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