Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Molly? Claim Your ProfileMolly Geary is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Molly has been in the industry since 2017. Molly is registered in 53 states and is also a registered investment advisor in Texas and Wisconsin. Molly is a licensed agent with a Series 7TO and SIE license. Molly also holds a Series 66 license. Molly works with a wide range of clients, including individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans. Molly specializes in providing performance measurement reports, allocation modeling, IPS, research reports and services, selection of other advisors, and portfolio management for businesses and individuals. Molly is committed to providing her clients with the highest level of service and helping them 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.
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
WI
11/03/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MADISON WI)
BOTH
Issued 11/02/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/08/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/30/2023
SIE - Securities Industry Essentials 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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