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Mary Bridget Walsh

Mary Bridget Walsh is a renowned investment advisor and a broker with 23 years of experience. Mary Bridget Walsh is employed by RBC CAPITAL MARKETS, LLC. Which provides investment advisory service for 1000+ clients.

Certification And Skills

Series 63

Feb 3, 2007

Uniform Securities Agent State Law Examination

Series 57TO

Jan 2, 2023

Securities Trader Exam

SIE

Oct 1, 2018

Securities Industry Essentials Examination

Series 7

Jan 11, 1999

General Securities Representative Examination

Series 3

Jul 6, 1993

National Commodity Futures Examination

Services

Portfolio Management

Effectively managing a collection of investments such as stocks and bonds to achieve financial goals requires portfolio management, where the emphasis is on balancing risk and return.

Financial Advisory

Providing guidance to individuals, businesses, or organizations in financial management and investment decision-making, financial advisory seeks to assist in attaining specific financial objectives.

Investment Banking

Facilitating capital acquisition for organizations, investment banking offers financial transaction guidance, encompassing activities such as mergers and acquisitions, and also underwrites securities for investors.

Crypto Currency

Cryptocurrency is a secure, decentralized form of digital or virtual currency that employs cryptography, functioning autonomously without a central authority, facilitating peer-to-peer transactions.

eCommerce

Engaging in the exchange of goods or services, offering convenience, global accessibility, and diverse payment options for consumers.

Trading Services

Streamlining asset transactions such as stocks and bonds, trading services, commonly provided by brokerage firms, empower investors to execute trades, oversee portfolios, and obtain market data.

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