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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Yolanda Kirk is a financial advisor in the Nashville, TN area with over 27 years of experience in the financial services industry. Mary is currently affiliated with &partners, LLC, a registered investment advisor. Mary holds several securities licenses, including Series 63, 65, and 66. Mary also holds Series 4, 9, 10, and 24 licenses. Mary has specialized in a variety of financial products and services, including portfolio management, financial planning, and retirement planning. Mary has experience working with both individual and institutional clients.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
OR
03/07/2024 - Present
&partners (CLACKAMAS OR)
OR
02/03/2021 - 01/25/2024
WELLS FARGO CLEARING SERVICES, LLC (PORTLAND OR)
OR
01/03/2020 - 01/25/2021
STANCORP EQUITIES, INC. (PORTLAND OR)
OR
02/28/2019 - 12/20/2019
M HOLDINGS SECURITIES, INC. (PORTLAND OR)
OR
05/10/2017 - 03/01/2019
CHARLES SCHWAB & CO., INC. (PORTLAND OR)
OR
12/20/2016 - 05/01/2017
MORGAN STANLEY (LAKE OSWEGO OR)
OR
04/07/1999 - 11/11/2016
SCOTTRADE, INC. (CLACKAMAS OR)
OR
09/24/1998 - 03/26/1999
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
OH
03/28/1996 - 09/11/1998
KEY INVESTMENTS INC. (CLEVELAND OH)
OR
11/10/1995 - 04/11/1996
BLACK & COMPANY, INC. (PORTLAND OR)
BOTH
Issued 07/27/2016
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/14/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/11/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/26/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/31/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/17/2003
Series 4 - Registered Options Principal Examination
BC
Issued 04/13/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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