Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Robertson is a financial advisor with Wells Fargo Clearing Services, LLC, with over 30 years of experience in the financial services industry. Mary has been registered with the firm since July 2012 and previously worked at UBS Financial Services Inc. and Avondale Partners, LLC. Mary holds several licenses and certifications, including the Series 7, Series 52, and Series 63 licenses. Mary is also a licensed investment advisor in Texas.
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.
Investment consulting services to institutional clients
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.
1
2
TN
07/11/2012 - Present
Wells Fargo Clearing Services, LLC (NASHVILLE TN)
NJ
12/18/2007 - 05/07/2012
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
TN
04/11/2005 - 01/24/2007
AVONDALE PARTNERS, LLC (NASHVILLE TN)
NJ
08/14/2000 - 07/02/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
01/25/1988 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
BC
Issued 06/20/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2000
Series 7 - General Securities Representative Examination
BC
Issued 01/22/1988
Series 52 - Municipal Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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