Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maryann? Claim Your ProfileMaryann Pierce is an investment advisor representative with Cadaret, Grant & CO., Inc.. Maryann has been working in the financial services industry since 1999 and has a Series 7, Series 6, Series 63, Series 24 and Series 65 license. Maryann is registered with the state of Texas, as well as 28 other states and the District of Columbia. Maryann's prior employment was with MML INVESTORS SERVICES, INC. in Syracuse, NY. Maryann offers a variety of services, including financial planning, portfolio management for individuals, and portfolio management for businesses. In addition to Maryann's role at Cadaret, Grant & CO., Inc., Maryann is also the owner and president of Marathon Financial Advisors, Inc., a financial advisor firm that she established in 2014.
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.
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2
NY
09/09/2019 - Present
Cadaret, Grant & CO., Inc. (East Syracuse NY)
NY
08/12/1999 - 08/04/2006
MML INVESTORS SERVICES, INC. (SYRACUSE NY)
IA
Issued 12/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/29/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/12/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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