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MP

Mary Lou Peters

WELLS FARGO SECURITIES
New York, NY 10001
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CRD#: 4062788
MP

Professional summary


Mary Lou Peters, who also goes by Mary Lou Peters, Marylou Peters, Mary Lou Stow, is a registered financial professional currently at WELLS FARGO SECURITIES, LLC located in New York, New York and WELLS FARGO PRIME SERVICES, LLC located in New York, New York.

Mary Lou is registered as a RR (Registered Representative) and started their career in finance in 2005. Mary Lou has worked at 4 firms and has passed the Series 99TO, SIE, Series 55, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Mary Lou Peters | Marylou Peters | Mary Lou Stow

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Mary Lou Peters's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

August 1, 2019 - Present

WELLS FARGO SECURITIES, LLC

Office #1: 500 W 33rd St 30 Hudson Yards, New York, NY 10001
BD
CRD#: 126292
New York, NY
Current

December 10, 2019 - Present

WELLS FARGO PRIME SERVICES, LLC

Office #1: 500 W 33rd St 30 Hudson Yards, New York, NY 10001
BD
CRD#: 133068
New York, NY
Past

November 7, 2006 - October 29, 2008

MORGAN STANLEY MARKET PRODUCTS INC.

BD
CRD#: 19794
NEW YORK, NY
Past

October 12, 2005 - June 29, 2016

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 55
Date: 3/20/2007
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
24X National Exchange LLC
SRO Registrations
RR
BOX Exchange LLC
SRO Registrations
RR
Cboe BYX Exchange, Inc.
SRO Registrations
RR
Cboe BZX Exchange, Inc.
SRO Registrations
RR
Cboe C2 Exchange, Inc.
SRO Registrations
RR
Cboe EDGA Exchange, Inc.
SRO Registrations
RR
Cboe EDGX Exchange, Inc.
SRO Registrations
RR
Cboe Exchange, Inc.
SRO Registrations
RR
FINRA
SRO Registrations
RR
Investors' Exchange LLC
SRO Registrations
RR
Long-Term Stock Exchange, Inc.
SRO Registrations
RR
MEMX LLC
SRO Registrations
RR
MIAX Emerald, LLC
SRO Registrations
RR
MIAX PEARL, LLC
SRO Registrations
RR
MIAX Sapphire
SRO Registrations
RR
Miami International Securities Exchange, LLC
SRO Registrations
RR
NYSE American LLC
SRO Registrations
RR
NYSE Arca, Inc.
SRO Registrations
RR
NYSE National, Inc.
SRO Registrations
RR
NYSE Texas, Inc.
SRO Registrations
RR
Nasdaq BX, Inc.
SRO Registrations
RR
Nasdaq GEMX, LLC
SRO Registrations
RR
Nasdaq ISE, LLC
SRO Registrations
RR
Nasdaq MRX, LLC
SRO Registrations
RR
Nasdaq PHLX LLC
SRO Registrations
RR
Nasdaq Stock Market
SRO Registrations
RR
New York Stock Exchange

Current Firm


WF
WELLS FARGO PRIME SERVICES, LLC
MERLIN SECURITIES, LLC | WELLS FARGO PRIME SERVICES, LLC | WELLS FARGO CORPORATE AND/& INVESTMENT BANKING

CRD#: 133068 / SEC#: , 8-66677

BD
Broker-Dealer Firm Regulated by FINRA (San Francisco district office)
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Contact information


Main Address
333 Market Street, San Francisco, CA 94105
Mailing Address
333 Market Street, San Francisco, CA 94105
Phone number
(212) 822-4800
Established
Delaware since 02/26/2004
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
EVEREN CAPITAL CORPORATIONOWNER
CONNOR, TIMOTHY MICHAELPRINCIPAL FINANCIAL OFFICER8157713
HALL, JEFFREYCHIEF OPERATIONS OFFICER5292396
KEARNS, WILLIAM JMANAGER2127701
LANGIS, DARREN JOSEPHMANAGER2781108
LEONE, JOHNMANAGER7164476
MCCOOEY, EAMON PATRICKCEO, PRESIDENT, MANAGER1762536
RILEY, MICHAEL FRANCISMANAGER4165280
YI, SCOTT HUNCHIEF COMPLIANCE OFFICER3152646

Disclosures


Regulatory Event4

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


WELLS FARGO PRIME SERVICES, LLC

CRD#: 133068New York, NY 10001

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