Maria
Kelly
Oneamerica Securities, Inc
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About this Advisor
Maria Kelly is a financial advisor based in Lombard, Illinois, working with Oneamerica Securities, Inc. Maria has previously held positions at Catalano, Caboor & Co, American United Life, and Oneamerica Securities. Maria has passed the Series 66 regulatory exam and is registered to provide services in California and Illinois. Currently, Maria is part of Oneamerica Securities, Inc, which operates out of Lombard, Illinois. The firm has 127 offices and 353 employees. The firm manages assets totaling $264.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Oneamerica Securities, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Oneamerica Securities, Inc Brokerage Details
$264,377,933
353
2,804
$94,286
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Maria Kelly Work History
Oneamerica Securities
American United Life
Catalano, Caboor & Co
Disclosures
Please visit the SEC profile of Maria Kelly to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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