Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Michelle Mathes is a financial advisor currently registered with Raymond James Financial Services, Inc. in West Linn, Oregon. She is a Series 7 and Series 63 licensed professional and holds the SIE designation. Mary Michelle Mathes has been in the financial services industry since May 28, 2014. Prior to joining Raymond James Financial Services, Inc., Mary Michelle Mathes was employed by UBS Financial Services Inc. in Portland, Oregon. She is currently registered in Oregon, California, Texas, and Washington.
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.
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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OR
03/12/2021 - Present
Raymond James Financial Services, Inc. (West Linn OR)
OR
05/28/2014 - 03/23/2021
UBS FINANCIAL SERVICES INC. (PORTLAND OR)
BC
Issued 08/29/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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