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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary McFadden Sexton is an investment advisor representative with Morgan Stanley. Mary has been in the securities industry since 1992. She holds Series 7, Series 31, Series 63 and Series 65 licenses. Mary also has state registrations in over 30 states including the District of Columbia and Texas. Previously, Mary worked for Citigroup Global Markets Inc., Morgan Stanley DW Inc., SunTrust Equitable Securities and Crestar Securities Corporation. Mary specializes in providing investment advice to a wide range of clients, including individuals, corporations, and institutions. Mary is committed to helping her clients achieve their financial goals.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
DC
02/14/2022 - Present
Morgan Stanley (Washington DC)
DC
12/15/2003 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WASHINGTON DC)
NY
07/30/1999 - 12/15/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
GA
06/21/1999 - 08/30/1999
SUNTRUST EQUITABLE SECURITIES (ATLANTA GA)
NA
05/14/1999 - 06/07/1999
SUNTRUST EQUITABLE SECURITIES
VA
12/23/1992 - 05/13/1999
CRESTAR SECURITIES CORPORATION (RICHMOND VA)
VA
05/10/1991 - 12/15/1991
CRESTAR SECURITIES CORPORATION (RICHMOND VA)
IA
Issued 12/18/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/19/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 05/09/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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