Mary Katherine Trembley

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2004 → Present
  Raymond James Financial Services, Inc
  Anoka, MN
• 11/2007 → 03/2019
  First National Investor Services
  Anoka, MN
• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc
  Elk River, MN
• 03/2019 → Present
  First Bank Elk River
  Anoka, MN

Previous Registrations

• 2004-02-26 → 2004-04-19
  Wells Fargo Investments, Llc
  Golden Valley, MN

Other Businesses

First National Investor Services Address: 1121 W Highway 10, Anoka, MN, 55398, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 03/13/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor to clients utilizing Raymond James

Exams

• S66 Uniform Combined State Law Examination
  2004-02-23
• S63 Uniform Securities Agent State Law Examination
  1993-06-29

Other Names

• Mary Katherine Giessinger
• Mary Katherine Gaetz
• Mary Katherine Oehmen