Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary White is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Mary has been in the industry since 1995 and is currently registered with the Securities and Exchange Commission as an investment advisor representative. Mary is also registered with the Financial Industry Regulatory Authority (FINRA). Mary has a long history of working with clients in the financial services industry, previously working with Morgan Stanley, Morgan Keegan & Company, Inc., Stephens Inc., and other firms. Mary has a broad range of experience in financial planning, portfolio management, and investment consulting services. Mary is committed to providing her clients with the highest level of service and expertise.
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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2
AR
10/16/2023 - Present
Wells Fargo Advisors Financial Network, LLC (LITTLE ROCK AR)
SC
08/14/2015 - 10/16/2023
WELLS FARGO CLEARING SERVICES, LLC (MOUNT PLEASANT SC)
SC
06/01/2009 - 08/25/2015
MORGAN STANLEY (CHARLESTON SC)
AR
03/19/2009 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (LITTLE ROCK AR)
AR
02/18/2005 - 03/20/2009
MORGAN KEEGAN & COMPANY, INC. (CABOT AR)
AR
08/26/2002 - 02/22/2005
STEPHENS INC. (LITTLE ROCK AR)
AZ
07/17/2001 - 08/26/2002
SAMCO FINANCIAL SERVICES, INC. (PHOENIX AZ)
TX
06/02/2000 - 08/03/2001
SERVICE ASSET MANAGEMENT COMPANY (AUSTIN TX)
TX
09/18/2000 - 09/27/2000
PENSON FINANCIAL SERVICES, INC. (DALLAS TX)
TX
06/07/2000 - 09/07/2000
SERVICE ASSET MANAGEMENT COMPANY (DALLAS TX)
TX
01/13/1999 - 06/01/2000
SWS FINANCIAL SERVICES (DALLAS TX)
FL
05/15/1992 - 10/22/1993
INVESTACORP, INC. (MIAMI FL)
IL
07/31/1990 - 05/19/1992
ALL AMERICAN MANAGEMENT CORPORATION (DES PLAINES IL)
BOTH
Issued 05/01/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/13/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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