Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Margaret Schimweg is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. based in Clayton, Missouri. Mary has been in the financial services industry since 2006 and has a wide range of experience in providing investment advice and portfolio management to individuals, businesses, and institutions. Mary holds several industry licenses, including Series 6, 7, 63, and 66. Mary is licensed in 40 states and the District of Columbia.
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
MO
06/29/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CLAYTON MO)
MO
11/16/2006 - 01/02/2013
HARTFORD EQUITY SALES COMPANY INC. (ST LOUIS MO)
NY
02/10/1998 - 09/02/1999
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
02/10/1998 - 09/02/1999
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 05/30/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/17/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/14/2019
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2006
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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