Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Stone Davis is a financial advisor with Edelman Financial Engines. Mary has been in the financial industry since 1985. She has a diverse background working with various firms including Brian Cohn, Inc., Inland Securities Corporation, Investcorp, Inc. and Sanders Morris Harris LLC. Mary holds both Series 63 and 65 licenses, as well as Series 7 and SIE. Mary is also a Certified Financial Planner. Mary has provided financial advice to clients in Virginia, Texas and Arizona.
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.
A percentage of the total value of assets under management is charged.
Set-up fees & related svcs; reimbursements for printed materials
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2
VA
11/01/2018 - Present
Edelman Financial Engines (FAIRFAX VA)
VA
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (TYSONS CORNER VA)
VA
12/09/2005 - 04/22/2016
SANDERS MORRIS HARRIS LLC (FAIRFAX VA)
AZ
05/08/1997 - 12/08/2005
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
FL
04/11/1994 - 05/12/1997
WORLD INVEST CORPORATION (DEERFIELD BEACH FL)
VA
06/16/1989 - 04/08/1994
BRIAN COHN, INC. (VINT HILL VA)
TX
05/06/1986 - 06/10/1989
KAVANAUGH SECURITIES, INC. (DALLAS TX)
NA
07/17/1985 - 02/07/1986
INLAND SECURITIES CORPORATION
NA
04/18/1985 - 08/02/1985
INVESTACORP, INC.
NA
01/15/1985 - 05/07/1985
F.J. KAUFMAN AND COMPANY OF VIRGINIA
IA
Issued 05/03/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/07/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1984
Series 7 - General Securities Representative Examination
Active
Inactive
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