Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Whitehead is a financial advisor with over 24 years of experience in the financial services industry. Mary is registered with J.P. Morgan Securities LLC and has licenses to offer securities in Illinois and Texas. Mary is a Series 6, 7, 26 and 66 licensed professional with a proven track record of success. Mary has previously worked at CHASE INVESTMENT SERVICES CORP., LIBERTY FUNDS DISTRIBUTOR, INC. and LIBERTY SECURITIES CORPORATION. Mary specializes in offering a broad range of financial planning services.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
IL
04/01/2022 - Present
J.p. Morgan Securities LLC (OAK PARK IL)
IL
03/12/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (OAK PARK IL)
MA
01/01/1998 - 12/31/1999
LIBERTY FUNDS DISTRIBUTOR, INC. (BOSTON MA)
NY
07/09/1987 - 01/01/1998
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
BOTH
Issued 05/24/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/26/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/29/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2012
Series 7 - General Securities Representative Examination
BC
Issued 07/08/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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