MP
MP

Mary Parr

20 Years of Experience
Stamford, CT
Broker

Mary Parr is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Stamford, CT, with 20 years of industry experience. Mary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients.

Compensation
Fixed/Hourly
Firm Size
2117 advisors
Number of Clients
1 client
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)

NMIS does not manage accounts directly for individual clients. NMIS provides referral services to other investment advisors and fixed income advice to other investment advisors.

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Location

333 Ludlow St Ste 6, Stamford, CT, 06902

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Mary co-owns an investment property with her brothers, inherited from their mother. She spends minimal time on this activity.

Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
October 2005 - Present · 20 yrs 7 mos
Northwestern Mutual Investment Services, LLCBroker
October 2005 - Present · 20 yrs 7 mos
Previous Registrations
New England SecuritiesBroker
March 2005 - July 2005 · 4 mos
State Registrations10 states
AZCOCTFLMANCNJNYTXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Mary Parr - Financial Advisor | TrueAdvisor