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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Alice Sterk is a financial advisor at Osaic Wealth, Inc. with over 27 years of experience in the industry. Mary Alice holds multiple licenses and designations, including Series 6, 7, 24, 63, and 65, and has experience in a variety of financial services, including insurance and employee benefits sales, motivational speaking, book sales, and rental property management. Mary Alice is committed to providing her clients with personalized financial advice and guidance.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
SD
01/19/2024 - Present
Osaic Wealth, Inc. (DAKOTA DUNES SD)
SD
09/18/1997 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (DAKOTA DUNES SD)
IA
10/15/1996 - 08/15/1997
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
Issued 07/26/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/11/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/21/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2008
Series 7 - General Securities Representative Examination
BC
Issued 10/03/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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