Mary Alice Winn

Current Employers

Employment History

• 05/2013 → 11/2020
  Northwestern Mutual Investment Services, Llc
  East Syracuse, NY
• 11/2017 → 09/2020
  James Shields
  East Syracuse, NY
• 04/2013 → 09/2020
  Peter Derrenbacker
  East Syracuse, NY
• 01/2021 → 06/2021
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 06/2021 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 10/2020 → 06/2021
  Custom Wealth Management, Llc
  Syracuse, NY

Other Businesses

I*2669288, Entity Type: , Name of OBA: J M. W Revocable Trust, Address: Marcellus, New York, 13108, Investment Related: N, Position, Title, Association: Co-Trustee, Employee State Date: 07/29/2025, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: I*2677262, Entity Type, Name of OBA: JMW Address: MarcellusNew York13108 Investment Related: NoPosition, Title, Association: Power of Attorney Employee Start Date: 08/01/2025 No Hours:0 No Hours during trading:0 Duties: I*2670302, Entity Type: , Name of OBA: A L. A, Address: Syracuse , New York, 13210, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 07/29/2025, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties: I*2669289, Entity Type, Name of OBA: A L A Address: SyracuseNew York13210 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 07/29/2025 No Hours: 0 No Hours during trading: 0 Duties:

Exams

• S66 Uniform Combined State Law Examination
  2022-02-18
• S63 Uniform Securities Agent State Law Examination
  2013-07-15

Other Names

• Maryalice Winn
• Mary Alice Wleklinski
• Mary Alice Winn