Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Mcneill Ryan is an investment advisor representative with Vanguard Advisers, Inc. Mary has been in the financial services industry since 1991 and has worked at several firms before joining Vanguard. Mary holds several licenses and certifications including Series 3, 7, 24, 50, 63, 65, and SIE. Mary specializes in providing financial planning, portfolio management for businesses and individuals, and selection of other advisors.
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.
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.
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.
1
2
PA
08/04/2020 - Present
Vanguard Advisers, Inc. (MALVERN PA)
PA
05/08/2002 - 08/08/2011
CCO INVESTMENT SERVICES CORP. (WAYNE PA)
PA
07/19/1993 - 05/08/2002
DREYFUS INVESTMENT SERVICES COMPANY, LLC (PITTSBURGH PA)
NY
04/25/1997 - 12/31/2000
DREYFUS FINANCIAL SERVICES CORPORATION (NEW YORK NY)
MN
10/28/1992 - 03/10/1993
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/28/1992 - 03/10/1993
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
05/11/1991 - 08/20/1992
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
10/29/1990 - 05/03/1991
SHIELDS CAPITAL CORPORATION (NEW YORK NY)
IA
Issued 09/18/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/21/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/09/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2017
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 05/20/1991
Series 3 - National Commodity Futures Examination
BC
Issued 10/25/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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