Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Winch is a registered representative with Stratos Wealth Partners, Ltd. Mary has been in the securities industry since August 2, 2006. Mary has passed the Series 63, Series 66, Series 7 and SIE exams. Mary holds active registrations in the following states: California, Florida, Georgia, Illinois, Indiana, Kansas, Louisiana, Maine, Michigan, New Hampshire, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Virginia, and West Virginia. Mary's previous employers include Royal Alliance Associates, Inc.
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.
Percentage of assets under management with third party managers
1
2
OH
03/23/2016 - Present
Stratos Wealth Partners, Ltd. (SALEM OH)
OH
02/12/2007 - 12/21/2012
ROYAL ALLIANCE ASSOCIATES, INC. (SALEM OH)
AZ
03/25/2002 - 10/03/2002
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
BOTH
Issued 09/10/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/29/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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