Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary McGrail is a financial advisor with Edelman Financial Engines. Mary has been in the financial industry for over 15 years and has a diverse background, including experience with Deutsche Bank Securities Inc. and Winslow, Evans & Crocker, Inc. Mary is licensed to provide investment advice in Massachusetts. Mary has also worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated. She is dedicated to helping clients achieve their financial goals. Mary has a strong understanding of investment strategies and is committed to providing personalized financial advice. Mary is also a member of the community and is involved in various charitable organizations. Mary is a valuable resource for clients seeking financial advice.
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.
A percentage of the total value of assets under management is charged.
Set-up fees & related svcs; reimbursements for printed materials
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2
MA
11/01/2018 - Present
Edelman Financial Engines (NEWTON MA)
MA
08/11/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (NEWTON MA)
MA
01/21/2015 - 04/04/2016
DEUTSCHE BANK SECURITIES INC. (BOSTON MA)
MA
06/28/2010 - 01/12/2015
WINSLOW, EVANS & CROCKER, INC. (BOSTON MA)
RI
03/03/2010 - 07/06/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LINCOLN RI)
MA
10/17/2006 - 04/29/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WELLESLEY HILLS MA)
BC
Issued 04/02/2015
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 10/16/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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