Unclaimed
Mary Coe is a financial professional with over 15 years of experience in the industry. Mary is currently registered with Keybanc Capital Markets Inc. and holds Series 7, Series 63, Series 79TO and SIE licenses. Mary's previous experience includes roles at Credit Suisse Securities (USA) LLC and RBS Securities Inc. Mary is registered in Ohio and California.
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.
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.
1
2
OH
10/15/2013 - Present
Keybanc Capital Markets Inc. (CLEVELAND OH)
NY
07/07/2011 - 02/26/2013
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
CT
02/07/2007 - 05/09/2011
RBS SECURITIES INC. (STAMFORD CT)
BC
Issued 07/22/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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