Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Theresa Nelson is a registered representative with Schwab Wealth Advisory, Inc.. Mary has been in the industry for over 1 year and is licensed to provide financial services in 53 states. Mary is also a Certified Financial Planner. Schwab Wealth Advisory, Inc. provides financial services to individuals, businesses, and investment companies. The firm is headquartered in San Francisco, CA.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
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2
TX
11/12/2022 - Present
Schwab Wealth Advisory, Inc. (Westlake TX)
BOTH
Issued 09/16/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/19/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/29/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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