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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2019-06-18
AL RA APPROVED 2012-08-24
CT RA APPROVED 2012-08-24
TX RA APPROVED 2011-05-18
MA RA APPROVED 2010-06-29
  • NH RA
    APPROVED
    Since 2019-06-18
  • AL RA
    APPROVED
    Since 2012-08-24
  • CT RA
    APPROVED
    Since 2012-08-24
  • TX RA
    APPROVED
    Since 2011-05-18
  • MA RA
    APPROVED
    Since 2010-06-29

Branch Locations

17 North Road, Chelmford, MA 01824 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services Chelmsford MA 06/2010 Present
Metro Financial Strategies Chelmsford MA 10/2010 Present
Raymond James Financial Services Advisors, Inc Chelmsford MA 06/2010 Present
Non-Variable Insurance Chelmsford MA 10/2011 Present
Retmad, Llc Chelmsford MA 06/2015 Present
Lincoln Life And Annuity Chelmsford MA 02/2018 Present
  • 06/2010 → Present
    Raymond James Financial Services
    Chelmsford, MA
  • 10/2010 → Present
    Metro Financial Strategies
    Chelmsford, MA
  • 06/2010 → Present
    Chelmsford, MA
  • 10/2011 → Present
    Non-Variable Insurance
    Chelmsford, MA
  • 06/2015 → Present
    Retmad, Llc
    Chelmsford, MA
  • 02/2018 → Present
    Lincoln Life And Annuity
    Chelmsford, MA
Previous Registrations
Other Businesses

(1)Name of Business: Lincoln Life and Annuity Address: 17 North Rd, Chelmsford, MA, 01824, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 02/12/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: All Non variable insurance, term insurance, fixed ul, long term care, fixed annuities (2)Name of Business: METRO Financial Strategies Address: 17 North Road Chelmsford MA 01824, Chelmsford, MA, 01824, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 10/14/2010 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is the name of my practice (3)Name of Business: METRO Financial Strategies Address: 17 North Road, Chelmsford, MA, 01824, United States Activity Type: Certified Divorce Financial Analyst Position/Title: Investment Related: Yes Start Date: 04/01/2013 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (4)Name of Business: NA Address: 17 North Rd, Chelmsford MA 01824, Chelmsford, MA, 01824, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 07/01/2011 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Hartford and Prudential Life, Fixed, Non Variable. termnote also Talcott has taken over some of Hartford products (5)Name of Business: NA Address: 17 North Rd , Chelmsford MA 01824, Chelmsford, MA, 01824, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 08/01/2012 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Pacific Life affiliation for Long Term Care and Non VA life insurance, including term and Fixed UL, fixed annuities, (6)Name of Business: prudential/talcott/hartford Address: 17 North Rd, Chelmsford MA 01824, Chelmsford, MA, 01824, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 11/02/2012 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: giving quotes for mass mutual long term care , term or fixed UL insurance for clients (7)Name of Business: RETMAD, LLC Address: 95 Gage Rd, Bedford, NH, 03110, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 06/15/2015 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties:

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-01-16
S63 Uniform Securities Agent State Law Examination 1999-09-22
  • S66 Uniform Combined State Law Examination
    2007-01-16
  • S63 Uniform Securities Agent State Law Examination
    1999-09-22
Designations
Other Names
  • Mary Jo Metro
  • Mary Jo Abate

View on SEC IAPD

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