Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Grace Ales is an investment advisor representative and financial advisor with Osaic Advisory Services, LLC, licensed in Colorado and Michigan. Mary Grace Ales has over 7 years of experience in the financial services industry. Mary Grace Ales is also a registered representative for Osaic Advisory Services, LLC, with a Series 7, Series 66 and SIE licenses. She focuses on providing financial planning, portfolio management, and other advisory services to a range of clients, including individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and corporations. Mary Grace Ales has previously worked with CETERA ADVISORS LLC, FIRST ALLIED SECURITIES, INC., and TRIAD ADVISORS LLC.
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
GA
01/10/2024 - Present
Osaic Advisory Services, LLC (ATLANTA GA)
MI
01/10/2024 - 08/23/2024
TRIAD ADVISORS LLC (Bloomfield Hills MI)
CO
09/08/2022 - 01/09/2024
CETERA ADVISORS LLC (Englewood CO)
CO
03/26/2019 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (Englewood CO)
BOTH
Issued 01/27/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/26/2019
Series 7TO - General Securities Representative Examination
BC
Issued 02/22/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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