Unclaimed
Mary Brantley Madebach is a financial professional with over 15 years of experience in the financial services industry. Mary is currently registered with Wells Fargo Clearing Services, LLC and is based in Atlanta, GA. Mary has been with Wells Fargo Clearing Services, LLC since 2014 and has held previous roles with Ameriprise Financial Services, Inc., SunTrust Investment Services, Inc., Securian Financial Services, Inc., MetLife Securities Inc. and Metropolitan Life Insurance Company. Mary holds the Series 7 and Series 66 licenses. Mary focuses on investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals.
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.
1
2
GA
05/21/2021 - Present
Wells Fargo Clearing Services, LLC (ATLANTA GA)
GA
12/08/2014 - 03/31/2017
WELLS FARGO CLEARING SERVICES, LLC (ALPHARETTA GA)
GA
05/16/2012 - 08/29/2014
AMERIPRISE FINANCIAL SERVICES, INC. (ATLANTA GA)
GA
02/03/2009 - 06/14/2010
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
GA
03/25/2004 - 01/30/2009
SECURIAN FINANCIAL SERVICES, INC. (ATLANTA GA)
MA
07/14/2003 - 03/19/2004
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
07/14/2003 - 03/19/2004
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 08/27/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2003
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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