Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Baccich is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Mary has been in the securities industry since June 1999. Mary is licensed to conduct business in 37 states. Mary has worked for Morgan Keegan & Company, Inc. in the past and has held branch office locations in New Orleans, LA, Mandeville, LA, and Charlotte, NC.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
MS
12/02/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BILOXI MS)
NC
04/19/2011 - 10/31/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)
LA
03/28/2008 - 05/11/2009
MORGAN KEEGAN & COMPANY, INC. (NEW ORLEANS LA)
LA
06/23/1999 - 04/10/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MANDEVILLE LA)
BOTH
Issued 11/30/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/25/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/18/2019
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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