Unclaimed
Mary Onita Wier is a financial professional with over 28 years of experience in the financial services industry. Mary is currently registered as a Registered Representative and Investment Advisor Representative with NBC Securities, Inc. Based in Birmingham, Alabama, Mary has built a successful career providing financial advice and investment management services to a range of clients, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Mary holds a variety of licenses and certifications, including the Series 6, 7, 24, 63, and 65. Mary is also a Certified Financial Planner. In addition to her financial services career, Mary enjoys painting and has a passion for fine art.
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.
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
AL
11/23/2011 - Present
NBC Securities, Inc. (BIRMINGHAM AL)
AL
09/05/2008 - 11/25/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BIRMINGHAM AL)
AL
08/05/2005 - 09/05/2008
TRIAD ADVISORS, INC. (BIRMINGHAM AL)
MA
06/23/2003 - 08/10/2005
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
AL
04/30/1998 - 06/20/2003
PROEQUITIES, INC. (BIRMINGHAM AL)
GA
04/06/1995 - 05/05/1998
FSC SECURITIES CORPORATION (ATLANTA GA)
GA
04/28/1993 - 04/12/1994
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 11/16/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/21/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/06/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/1996
Series 7 - General Securities Representative Examination
BC
Issued 04/27/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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