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Mary Maureen Dalgity

Southstate|duncanwilliams Securities Corp.

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About Mary Maureen Dalgity

Mary Maureen Dalgity is a registered representative with Southstate|duncanwilliams Securities Corp. Mary Maureen has been in the securities industry since August 4, 1998. Mary Maureen holds the Series 7, Series 63, and SIE licenses. Mary Maureen is currently registered in Texas and Tennessee. Mary Maureen was previously registered with Flagstar Advisors, WM Financial Services, Inc., and Bank United Securities Corp.

Firm Information

Mary Dalgity is currently registered with Southstate|duncanwilliams Securities Corp.. Southstate|duncanwilliams Securities Corp. is a corporation formed in March 1969. The firm is registered in 49 states and is approved for registration with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

81

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Mary Dalgity’s Registration & Firm History

TX

04/02/2024 - Present

Southstate|duncanwilliams Securities Corp. (Houston TX)

TX

06/20/2001 - 04/04/2024

FLAGSTAR ADVISORS (HOUSTON TX)

CA

04/01/2001 - 06/19/2001

WM FINANCIAL SERVICES, INC. (IRVINE CA)

TX

08/05/1998 - 04/01/2001

BANK UNITED SECURITIES CORP. (HOUSTON TX)

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Licenses & Designations

BC

Issued 09/15/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/04/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mary Maureen Dalgity.
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