Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary M. Byington is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Mary is based in SAVANNAH, GA, but also works in Orlando, FL. Mary has been in the financial services industry since July 19, 2007. Mary is licensed to sell securities in Florida. She has passed the Series 6, Series 7TO, Series 63, and Series 66 exams. Mary specializes in portfolio management for individuals and businesses, as well as 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.
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
GA
02/13/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SAVANNAH GA)
FL
01/15/2016 - 09/05/2018
CETERA INVESTMENT SERVICES LLC (ORLANDO FL)
FL
03/28/2013 - 12/02/2014
CETERA INVESTMENT SERVICES LLC (INDIAN HARBOUR FL)
TN
11/09/2009 - 03/31/2012
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
NC
10/14/2009 - 10/30/2009
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
FL
05/11/2006 - 09/23/2009
COLONIAL BROKERAGE, INC. (ORLANDO FL)
OH
04/12/2005 - 04/17/2006
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
GA
11/16/2000 - 03/16/2005
SUNTRUST SECURITIES, INC. (ATLANTA GA)
BOTH
Issued 02/10/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/03/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/13/2023
Series 7TO - General Securities Representative Examination
BC
Issued 12/01/2022
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2000
Series 6 - Investment Company Products/Variable Contracts 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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