Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary susan? Claim Your ProfileMary Susan Brockington Perry is a registered investment advisor with Wells Fargo Clearing Services, LLC. Mary Susan has been in the industry since November 1996. She has a diverse background and holds multiple industry certifications, including Series 63, 65 and 7. Mary Susan has extensive experience serving clients of all types and focuses on providing financial planning, investment consulting, portfolio management, and pension consulting.
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.
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.
Investment consulting services to institutional clients
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
SC
07/14/2011 - Present
Wells Fargo Clearing Services, LLC (CHARLESTON SC)
MO
02/05/2004 - 02/24/2006
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
10/14/1994 - 01/20/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 11/11/2011
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/07/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2011
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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