Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Steele is a financial advisor with Stifel Independent Advisors, LLC. Mary is a CERTIFIED FINANCIAL PLANNER™ professional who has been in the industry since May 2014. Prior to joining Stifel Independent Advisors, LLC, Mary worked with WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC. Mary specializes in providing financial planning, portfolio management, and educational seminars to individuals, businesses, and charitable organizations. Mary is a dedicated professional with a strong commitment to serving clients' financial needs.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
SC
11/08/2021 - Present
Stifel Independent Advisors, LLC (LANDRUM SC)
SC
05/19/2014 - 11/10/2021
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (LANDRUM SC)
BOTH
Issued 03/08/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/24/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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