Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Sanchez is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., where she has been working since September 2019. Mary has been actively registered in the financial industry since January 2020, and has a background in the real estate industry. Mary is currently licensed to provide investment advice in Florida and Texas and is registered in numerous states. In addition to her work as a financial advisor, Mary is also a member of the Junior League of Miami, Inc. and is involved in charitable organizations. Mary is committed to helping her clients achieve 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
FL
02/03/2025 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CORAL GABLES FL)
BOTH
Issued 02/11/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/08/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/21/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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