Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Mccurdy Parker is an active investment advisor representative with Seelaus Asset Management, LLC, a firm based in Chatham, NJ. Mary has been in the industry since 1994 and has a diverse background in both securities and investment advisory services. Mary holds several licenses and certifications including Series 7, 63, 65, 52, and 55. In addition to her advisory work, Mary is a licensed insurance agent for RSC Financial Products LLC, an insurance affiliate of Seelaus Asset Management, LLC.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NJ
01/28/2013 - Present
Seelaus Asset Management, LLC (CHATHAM NJ)
NJ
04/19/1994 - 09/11/2006
MCCONNELL, BUDD & ROMANO, INC. (MORRISTOWN NJ)
IA
Issued 11/13/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/07/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/14/2001
Series 4 - Registered Options Principal Examination
BC
Issued 01/23/1998
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/01/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 04/18/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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