Mary EarlyCRD Number: 6249590
Current Firm: Transamerica Financial Advisors, Inc.
Mary Early (CRD# 6249590) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Miami, FL and has over 8 years of experience in the finance industry.
Genesis Wealth Management, Inc.
Efg Asset Management (americas) Corp.
Mml Investors Services, LLC
|Aflac||Columbus Ga, FL||Dec 2022 - Current||1|
|Colonial Life And Accidents||Columbia, SC||Apr 2022 - Current||1|
|Afscme||Miami, FL||Nov 2017 - Current||6|
|Consultant For Employee Benefits||Miami, FL||Jun 2017 - Current||6|
|Notary Public||Miami, FL||Aug 2015 - Current||8|
|Transamerica Financial Advisors, Inc.||Doral, FL||Jun 2015 - Current||8|
|Transamerica Agency Network||Doral, FL||May 2015 - Current||8|
|Professionals Sharing With A Purpose||Miami, FL||Jun 2017 - Aug 2023||6|
|The City Of Miami Gardens||Miami, FL||Aug 2016 - Aug 2023||7|
|Avmed Medicare||Miami Garden, FL||Nov 2019 - Dec 2022||3|
|Miami Gardens Commission For Women||Miami Gardens, FL||Aug 2016 - Nov 2021||5|
|Sagepoint Financial||Hollywood, FL||Oct 2014 - May 2015||< 1|
|Aig||Hollywood, FL||Jun 2004 - May 2015||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2014|
|S66||NASAA Uniform Combined State Law Examination||May 2022|
Total Assets Under Management1,815MILLIONS
Total Number of Accounts59,659ACCOUNTS
Average Account Value$30,430
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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