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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 R. Greener is a financial advisor with Raymond James & Associates, Inc. Mary has been in the financial services industry since 2019. Prior to joining Raymond James, Mary worked at TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC. Mary holds Series 63, 65, and 7TO licenses. Mary specializes in providing financial planning, portfolio management and educational seminars to a wide range of clients, including individuals, businesses, and institutions. Mary provides services to clients in Michigan.
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.
Please see note in schedule d - miscellaneous
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
MI
06/11/2024 - Present
Raymond James & Associates, Inc. (ANN ARBOR MI)
MI
09/20/2019 - 12/20/2023
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (ANN ARBOR MI)
IA
Issued 06/10/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/14/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/29/2024
Series 7TO - General Securities Representative Examination
BC
Issued 09/20/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/03/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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