Mary L. Dahl
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Mary Lynne Dahl, who also goes by Mary Lynne Dahl, Mary Lynne Coates Mcdonald, was a registered financial professional .
Mary is a previously registered financial professional and started their career in finance in 1983. Mary had worked at 3 firms and has passed the Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
April 1, 2003 - April 17, 2020
OTTER CREEK PARTNERS
February 19, 2002 - April 1, 2003
THE PLANNERS NETWORK, INC.
February 22, 1983 - February 12, 1997
PACIFIC WEST SECURITIES, INC.
State Registrations and Notice Filings
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Exams
Current Firm
OTTER CREEK PARTNERS
CRD#: 125591 / SEC#:
Contact information
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
