Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Terese Daniel is a financial professional with over 20 years of experience in the industry. Mary currently works for Western International Securities, Inc. in Pasadena, CA. Mary has held a variety of positions in the financial services industry, including roles at BERRY-SHINO SECURITIES, INC. Mary holds several licenses and certifications, including Series 4, Series 7, Series 24, Series 27, Series 52TO, Series 53, Series 79TO, Series 99TO and SIE. Mary's specializations include various financial planning services and portfolio management for both businesses and individuals.
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.
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2
CA
04/15/2014 - Present
Western International Securities, Inc. (Pasadena CA)
AZ
06/20/2002 - 02/28/2014
BERRY-SHINO SECURITIES, INC. (SCOTTSDALE AZ)
BC
Issued 06/25/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/28/2007
Series 4 - Registered Options Principal Examination
BC
Issued 09/24/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/27/2007
Series 24 - General Securities Principal Examination
BC
Issued 06/14/2002
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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