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MM

Mary Ann Mace

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CRD#: 5622135
MM

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 Ann Mace was a registered financial professional .

Mary Ann is a previously registered financial professional and started their career in finance in 2009. Mary Ann had worked at 3 firms and has passed the Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

August 9, 2011 - April 20, 2015

MOSS ADAMS SECURITIES & INSURANCE LLC

BD
CRD#: 114950
LOS ANGELES, CA
Past

September 11, 2009 - July 29, 2011

NATIONAL PLANNING CORPORATION

BD
CRD#: 29604
SANTA MONICA, CA
Past

January 1, 2009 - September 18, 2009

NEW ENGLAND SECURITIES

BD
CRD#: 615
WOODLAND HILLS, CA

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


State Security Law Exam
RR
Series 63
Date: 4/13/2009
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


MA
MOSS ADAMS SECURITIES & INSURANCE LLC
FSG SECURITIES, LLC | MOSS ADAMS SECURITIES & INSURANCE LLC

CRD#: 114950 / SEC#: , 8-53450

BD
Terminated by SEC on 11/29/2020
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Contact information


Main Address
Mailing Address
Phone number
Established
Washington since 04/18/2001
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
MOSS ADAMS FINANCIAL SERVICES LLCOWNER
FAHLEN, KRISTIN MARIEFINOP6106405
FURNESS, JENNIFER ROSECHIEF COMPLIANCE OFFICER, MANAGER2657358
LANDRIE, LARS ISIDORECEO1967590

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


MOSS ADAMS SECURITIES & INSURANCE LLC

CRD#: 114950

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