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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 Schoff is a financial advisor with over 25 years of experience in the industry. Mary is currently registered with Morgan Stanley and has previously worked at Citigroup Global Markets Inc. and Merrill Lynch. Mary has a wide range of experience in providing financial advice to individuals, businesses, and institutions. Mary holds a variety of licenses and certifications, including the Series 7, 63, 65, 9, and 10 exams. Mary also holds the Securities Industry Essentials (SIE) Exam certification.
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
FL
01/23/2013 - Present
Morgan Stanley (Sarasota FL)
FL
12/04/2000 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SARASOTA FL)
NY
10/24/1995 - 11/29/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 03/12/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/18/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/02/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/02/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 10/23/1995
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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