Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Dispaldo is a financial advisor associated with Morgan Stanley. Mary has been in the financial industry for 2 years. Mary has Series 7TO, Series 66 and SIE licenses. Mary has passed the Uniform Combined State Law Examination and is registered with 53 states. Mary is also registered with FINRA as a Registered Representative and is active in both Broker-Dealer and Investment Advisor capacity. Mary is active in both broker-dealer and investment advisor capacity. Mary is currently registered with Morgan Stanley and has been with this firm since August 2023. Previously, Mary was with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Mary has specialized in financial services, specializing in areas such as retirement planning, insurance, investments, estate planning, and college savings. Mary also owns a rental property.
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
MD
08/09/2023 - Present
Morgan Stanley (Lutherville MD)
MD
11/04/2022 - 08/01/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (COLUMBIA MD)
BOTH
Issued 12/09/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/04/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/19/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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