Unclaimed
Maryellen McCarthy is a financial advisor with Avantax Investment Services, Inc. Maryellen holds the Series 7, Series 66, and SIE securities licenses and is registered with FINRA. Maryellen is also registered in multiple states, including Missouri, Arkansas, California, Illinois, North Dakota, and Texas. Maryellen has been in the financial services industry since 2019.
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.
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.
1
2
MO
10/12/2019 - Present
Avantax Investment Services, Inc. (ST. LOUIS MO)
BOTH
Issued 02/22/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/12/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/15/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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