Parker S. Mayo
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.
Parker Steven Mayo, CFP®, who also goes by Parker Mayo, was a registered financial professional .
Parker is a previously registered financial professional and started their career in finance in 2021. Parker had worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
April 17, 2026 - May 15, 2026
QUANTITATIVE FINANCIAL STRATEGIES
March 12, 2025 - March 5, 2026
VERUM PARTNERS LLC
September 2, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
March 4, 2021 - April 1, 2025
FIDELITY BROKERAGE SERVICES LLC
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Series 7TO
Date: 3/4/2021
General Securities Representative ExaminationCurrent Firm
QUANTITATIVE FINANCIAL STRATEGIES
CRD#: 331416 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 36 |
| AUM (Assets Under Management) | $ 17,156,753 |
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.
