Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Veronko is a financial advisor with UBS Financial Services Inc. Mary has been a registered representative since 1994. She is registered with the state of New York and other states as a broker and an investment advisor. Mary is a licensed investment advisor representative in the state of New York. She is Series 7, Series 63, and Series 65 licensed. Mary's primary focus is providing financial planning and investment advice to individuals and families. She also provides financial planning services for businesses, corporations, trusts, endowments, and charitable organizations. Mary has a strong commitment to providing clients with personalized financial advice that helps them meet 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
NY
03/10/2011 - Present
UBS Financial Services Inc. (NEW YORK NY)
NY
12/20/1999 - 03/14/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
04/24/1999 - 09/30/1999
FAHNESTOCK & CO., INC. (NEW YORK NY)
NY
11/04/1998 - 04/15/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
02/25/1998 - 10/12/1998
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
10/17/1994 - 03/09/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 11/24/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/13/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/1994
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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