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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 Hahn is a financial advisor at Morgan Stanley. Mary has over 22 years of experience in the financial services industry. Mary specializes in providing a wide range of financial services to a diverse clientele, including high net worth individuals, corporations, and institutions. Mary has a broad range of expertise, having passed multiple Series exams, including Series 7, 24, 52TO, 53, 63 and 65. Mary is registered with FINRA and is licensed in New Jersey and New York. Prior to joining Morgan Stanley, Mary was with UBS Securities LLC and UBS Financial Services Inc.
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
NY
03/21/2023 - Present
Morgan Stanley (Purchase NY)
NY
11/17/2011 - 03/22/2023
UBS SECURITIES LLC (NEW YORK NY)
NJ
11/04/2011 - 03/22/2023
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NJ
06/07/2010 - 11/10/2011
MIZUHO SECURITIES USA INC. (HOBOKEN NJ)
NJ
07/23/2009 - 06/09/2010
AXA ADVISORS, LLC (EDISON NJ)
NY
02/04/2008 - 12/01/2008
OPPENHEIMER & CO. INC. (NEW YORK NY)
NY
08/14/2003 - 02/04/2008
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NY
05/01/2001 - 07/11/2003
ING FINANCIAL MARKETS LLC (NEW YORK NY)
NY
10/19/1999 - 04/06/2001
BLUESTONE CAPITAL SECURITIES, INC. (NEW YORK NY)
NY
09/27/1999 - 10/12/1999
GRUNTAL & CO., L.L.C. (NEW YORK NY)
IA
Issued 10/27/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/29/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/11/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/13/2012
Series 24 - General Securities Principal Examination
BC
Issued 03/21/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2017
Series 3 - National Commodity Futures Examination
BC
Issued 06/11/2007
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 03/26/2002
Series 16 - NYSE Supervisory Analyst Examination
BC
Issued 09/25/1999
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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