MARY HELINE is an investment adviser representative (IAR) with state registration records since 2017, appearing at 4 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2022-01-21 | 2025-03-31 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2019-01-25 | 2021-10-14 | — |
| EDWARD D. JONES & CO., L.P. | 2017-11-27 | 2018-12-21 | — |