Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Giersz is a financial advisor with Stifel, Nicolaus & Company, Inc. Mary is a registered representative in Florida and Ohio and has been in the financial services industry for over 30 years. She is a well-respected advisor with a strong track record of success. Mary specializes in providing financial planning and investment management services to individuals, families, and businesses. She is committed to helping her clients reach their financial goals.
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.
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
OH
05/01/2009 - Present
Stifel, Nicolaus & Company, Inc. (COLUMBUS OH)
OH
02/09/2007 - 05/13/2009
UBS FINANCIAL SERVICES INC. (NEW ALBANY OH)
OH
07/13/1994 - 02/09/2007
MCDONALD INVESTMENTS INC. (NEW ALBANY OH)
NA
06/21/1994 - 07/13/1994
MCDONALD & COMPANY SECURITIES, INC.
NY
03/31/1993 - 06/22/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
TX
03/18/1991 - 08/03/1992
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
OH
02/24/1987 - 01/01/1990
MCDONALD & COMPANY SECURITIES, INC. (CLEVELAND OH)
BOTH
Issued 01/11/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/06/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1987
Series 7 - General Securities Representative 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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