Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Lynne Vereb has been in the financial services industry since 2004. Mary Lynne Vereb is currently registered with Stifel, Nicolaus & Company, Inc., and has been with them since 2009. Before joining Stifel, Nicolaus & Company, Inc., Mary Lynne Vereb worked at WELLS FARGO ADVISORS, LLC and A. G. EDWARDS & SONS, INC. Mary Lynne Vereb has experience in a wide range of financial services areas including portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, financial planning, and pension consulting.
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.
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
IN
03/19/2020 - Present
Stifel, Nicolaus & Company, Inc. (CROWN POINT IN)
IN
01/01/2008 - 06/05/2009
WELLS FARGO ADVISORS, LLC (CHESTERTON IN)
IN
07/28/2004 - 01/03/2008
A. G. EDWARDS & SONS, INC. (CHESTERTON IN)
BOTH
Issued 08/30/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/18/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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