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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maryann? Claim Your ProfileMaryann Erdman is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Maryann has been in the securities industry since December 16, 1985. Maryann has a total of 10 state securities registrations. Maryann is registered in Florida and Texas as an investment advisor representative. Maryann has passed the Series 63, Series 65, Series 7, Series 31, and SIE exams. Maryann specializes in providing advisory services to individuals, corporations, investment companies, pooled investment vehicles, state or municipal government entities, charitable organizations, insurance companies, and pension and profit sharing plans. Maryann is a member of FINRA.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
FL
02/03/1987 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CORAL GABLES FL)
IA
Issued 03/13/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/22/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2013
Series 31 - Futures Managed Funds Examination
BC
Issued 12/14/1985
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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