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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary martha? Claim Your ProfileMary Martha Pickens is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc.. Mary Martha has been in the industry since 2000 and has experience working with individuals, corporations and institutions. Mary Martha holds both a Series 66 and a Series 63 license as well as several other securities licenses. Mary Martha specializes in providing financial advice to high-net-worth individuals and businesses. Mary Martha is committed to providing her clients with personalized financial advice that meets their unique needs. Mary Martha is also a member of the Crystal Charity Ball committee of 100 women who raise money for children's charities.
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
TX
03/24/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (DALLAS TX)
TX
11/05/2004 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (DALLAS TX)
IL
09/27/2000 - 09/30/2004
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
BOTH
Issued 03/24/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/04/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/06/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2002
Series 7 - General Securities Representative Examination
BC
Issued 09/26/2000
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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