Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Vacchiano is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Mary has been in the industry since 2012 and has experience working with a variety of clients, including individuals, families, businesses, and institutions. Mary is registered to provide securities-related advice and services in 27 states, as well as Puerto Rico. Mary specializes in providing financial planning and investment management services, and 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.
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.
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NY
09/12/2022 - Present
Wells Fargo Advisors Financial Network, LLC (MELVILLE NY)
NY
05/16/2014 - 09/12/2022
WELLS FARGO CLEARING SERVICES, LLC (WOODBURY NY)
NY
03/16/2011 - 08/28/2012
MARQUIS HOLDINGS, INC. (NEW YORK NY)
NY
10/10/2008 - 04/13/2009
AXA ADVISORS, LLC (LAKE SUCCESS NY)
NY
06/09/2008 - 09/16/2008
AXA ADVISORS, LLC (LAKE SUCCESS NY)
BC
Issued 07/19/2014
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 12/18/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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