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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 Pinckney Wood is an investment advisor representative with Morgan Stanley. Mary has been working in the financial industry for over 12 years and has experience providing financial planning and portfolio management services to a variety of clients. Mary holds the Series 7, Series 31, and Series 63 securities licenses, as well as the Series 65 investment advisor license. Mary has also completed the Securities Industry Essentials Examination.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
PA
04/02/2020 - Present
Morgan Stanley (Philadelphia PA)
NJ
11/05/2010 - 05/23/2013
CLEARVIEW TRADING ADVISORS, INC. (TENAFLY NJ)
IA
Issued 10/16/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/14/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2015
Series 31 - Futures Managed Funds Examination
BC
Issued 11/03/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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