Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Ann Okelley is a financial advisor with over 30 years of experience in the industry. Mary Ann is a registered representative of Wells Fargo Clearing Services, LLC, and is also a registered investment advisor in Georgia and Texas. Mary Ann provides financial planning and investment management services to individuals, families, and businesses. She is committed to helping her clients achieve their financial goals. Mary Ann is dedicated to providing her clients with personalized service 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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
GA
03/19/2013 - Present
Wells Fargo Clearing Services, LLC (GAINESVILLE GA)
GA
08/25/1992 - 01/03/2008
A. G. EDWARDS & SONS, INC. (BRASELTON GA)
BC
Issued 09/19/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/1994
Series 3 - National Commodity Futures Examination
BC
Issued 08/24/1992
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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