Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Vanisky Morse is a registered investment advisor representative with Osaic Wealth, Inc. She has been in the industry since 1986. Mary has a wide range of experience in financial services, including working with individuals, businesses, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Mary holds the Series 63, Series 65, and Series 7 licenses. She is also a Registered Representative.
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
NY
10/11/2024 - Present
Osaic Wealth, Inc. (NEW YORK NY)
NY
05/03/1999 - 02/19/2013
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
07/16/1992 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NY
04/04/1991 - 01/21/1992
COUNTY NATWEST INTERNATIONAL LIMITED (NEW YORK NY)
NY
06/07/1990 - 12/03/1990
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
NY
11/07/1988 - 09/17/1990
MARINE MIDLAND SECURITIES, INC. (NEW YORK NY)
NA
04/23/1986 - 07/18/1988
CITICORP SECURITIES MARKETS, INC.
IA
Issued 07/06/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/05/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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