Unclaimed
Marie Elizabeth Kelley is a Registered Investment Advisor representative with Stadion Money Management, LLC in Watkinsville, GA. Marie is a financial professional with more than 15 years of experience in the industry. Marie has a broad experience in financial planning, portfolio management for individuals and businesses, and portfolio management for pooled investment vehicles. Marie has been registered as an investment advisor with the state of Georgia since July 2008. Before joining Stadion Money Management, LLC Marie worked for Lincoln Financial Distributors, Inc. and Lincoln Financial Advisors Corporation. Marie is a graduate of Indiana University.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Minimum account fees in conjunction with asset-based fees
1
2
GA
07/29/2008 - Present
Stadion Money Management, LLC (WATKINSVILLE GA)
IN
05/01/2007 - 11/20/2007
LINCOLN FINANCIAL DISTRIBUTORS, INC. (FORT WAYNE IN)
IN
11/20/2006 - 05/21/2007
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
11/20/2006 - 05/01/2007
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
PA
08/13/2004 - 05/04/2005
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
IA
Issued 06/06/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Marie Kelley is the right advisor for you? Invested Better is here to help.