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Margaret Susan Sheeley

Alliance-ONE Investments, LLC

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About Margaret Susan Sheeley

Margaret Susan Sheeley is a financial professional with experience in the investment industry. She is currently registered with Alliance-ONE Investments, LLC and holds the Series 6TO and SIE licenses. Margaret is a dedicated professional with a strong commitment to her clients' financial success.

Firm Information

Margaret Sheeley is currently registered with Alliance-ONE Investments, LLC. Alliance-ONE Investments, LLC is a Limited Liability Company formed on October 20, 2016. The firm is registered with the SEC and has one approved registration.

Not reported

Assets Under Management

Not reported

Total Clients

428

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Margaret Sheeley’s Registration & Firm History

OK

05/09/2020 - Present

Alliance-ONE Investments, LLC (Tulsa OK)

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Licenses & Designations

BC

Issued 05/09/2020

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 05/06/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Margaret Susan Sheeley.
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