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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 Patricia Tupper is a financial advisor with Bison Wealth, LLC in Atlanta, GA. Mary has been in the financial services industry for over 20 years and has experience working with a variety of clients including individuals, corporations, and retirement plans. Mary holds the Series 66, Series 7 and SIE licenses. Mary provides a variety of financial services, including financial planning, portfolio management, and pension consulting. She has experience working with clients who are looking to develop a comprehensive financial plan, invest their money wisely, or plan for retirement.
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.
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.
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GA
07/14/2023 - Present
Bison Wealth, LLC (ATLANTA GA)
NY
12/10/2012 - 02/13/2018
WELLS FARGO CLEARING SERVICES, LLC (MELVILLE NY)
NY
10/22/2009 - 10/03/2012
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
05/29/2007 - 09/03/2009
CITIGROUP GLOBAL MARKETS INC. (UNIONDALE NY)
NY
07/21/1999 - 05/29/2007
CITICORP INVESTMENT SERVICES (UNIONDALE NY)
BOTH
Issued 04/02/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/13/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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