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Mary beth Cheloha

Nationwide Fund Distributors LLC

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About Mary beth Cheloha

Mary beth Cheloha is a financial professional with over 20 years of experience in the industry. She has held positions with prominent firms such as Morgan Stanley, Citigroup Global Markets Inc., and Susquehanna Financial Group, Inc., and has been registered as a broker in several states. Currently, Mary beth is a registered representative with Nationwide Fund Distributors LLC, providing financial services to clients in Indiana. Mary beth has a strong background in securities, holding licenses for Series 66, Series 63, Series 65, Series 24, SIE, and Series 7 exams. She is dedicated to providing clients with personalized financial guidance and helping them achieve their financial goals.

Firm Information

Mary beth Cheloha is currently registered with Nationwide Fund Distributors LLC. Nationwide Fund Distributors LLC is a Limited Liability Company formed on April 29, 2007. The firm is registered with the SEC and in all 50 states, as well as in Puerto Rico.

Not reported

Assets Under Management

Not reported

Total Clients

43

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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Mary beth Cheloha’s Registration & Firm History

OH

08/23/2016 - Present

Nationwide Fund Distributors LLC (Columbus OH)

NY

06/01/2009 - 08/08/2016

MORGAN STANLEY (PURCHASE NY)

DE

04/10/2008 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (WILMINGTON DE)

PA

05/10/2001 - 02/25/2002

SUSQUEHANNA FINANCIAL GROUP, INC. (BALA CYNWYD PA)

NY

11/25/1996 - 12/22/2000

PMG CAPITAL CORP. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 07/09/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/12/1997

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 05/14/1993

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/06/2017

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/09/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mary beth Cheloha.
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