Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maryjo? Claim Your ProfileMaryjo Morello is a financial advisor with Stratos Wealth Partners, Ltd. Maryjo has over 25 years of experience in the financial services industry. She is a Registered Representative and Investment Advisor Representative with Series 7, 31, and 66 licenses, as well as a Series 63 license. Maryjo is also registered in 16 states. Maryjo works with individuals, families, businesses, and retirement plans. Maryjo provides financial planning, portfolio management, and investment advisory services to her clients. She is committed to providing personalized service and helping her clients achieve their financial goals.
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
04/29/2019 - Present
Stratos Wealth Partners, Ltd. (Westlake OH)
OH
11/27/2015 - 04/29/2019
INDEPENDENT FINANCIAL GROUP, LLC (Shaker Heights OH)
OH
01/23/2015 - 12/10/2015
METLIFE SECURITIES INC. (HIGHLAND HILLS OH)
OH
01/09/2009 - 01/23/2015
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (LYNDHURST OH)
OH
07/18/2007 - 01/12/2009
MULTI-FINANCIAL SECURITIES CORPORATION (LYNDHURST OH)
OH
02/04/2004 - 07/18/2007
LEGACY FINANCIAL SERVICES, INC. (LYNDHURST OH)
MN
09/19/2002 - 01/29/2004
QUESTAR CAPITAL CORPORATION (MINNEAPOLIS MN)
OH
03/15/1999 - 09/18/2002
CHARTER ONE SECURITIES, INC. (CLEVELAND OH)
IA
01/12/1998 - 03/15/1999
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
NY
09/18/1995 - 01/01/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
OH
11/15/1993 - 09/19/1995
MCDONALD & COMPANY SECURITIES, INC. (CLEVELAND OH)
BOTH
Issued 10/05/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/29/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 10/21/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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