Mary Wubker is a financial advisor based out of Green Bay, Wisconsin, with a total of 14 years in the industry. Wubker is an advisor for Merrill Lynch, Pierce, Fenner & Smith Inc. During their career, Wubker has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc and Morgan Stanley. Wubker has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Texas and Wisconsin. Merrill Lynch, Pierce, Fenner & Smith Inc is a registered investment firm that has its headquarters in Green Bay, Wisconsin. The firm has offices in 2,958 locations and a total of 40,146 people on staff. It manages $820 billion in assets among its 2,272,151 customer accounts, placing it among the largest firms in the United States by assets under management. The firm serves 4,667 charitable organizations. Of its 2,272,151 customer accounts, just 3% are held by high-net-worth individuals who have greater than $1 million in assets. The firm performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial advisory fees depend on which services the firm provides the client. Fee types charged by Merrill Lynch, Pierce, Fenner & Smith Inc can include asset-based, fixed and commission-based fees.
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