Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maria? Claim Your ProfileMaria Fernandez has been in the financial industry since April 2007. Currently, Maria is a registered representative and investment advisor representative for Bolton Securities Corp. Maria holds a Series 66, 7, and SIE licenses and is registered in 7 states: California, Delaware, Florida, Minnesota, New York, Texas, and Florida (for investment advising). Maria has previously held positions at Citigroup Global Markets Inc., Barclays Capital Inc., Lehman Brothers Inc., and Atlas One Financial Group, LLC. Maria also owns and operates Beginning Anew Coaching, LLC, a coaching company that assists women transitioning into retirement. Maria is a co-owner, Vice-president, Secretary, and Treasurer of Amity Wealth Management, Inc. and is an Investment Advisor Representative of Bolton Global Asset Management.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
MA
01/11/2016 - Present
Bolton Securities Corp. (BOLTON MA)
FL
01/21/2010 - 09/23/2015
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
FL
09/22/2008 - 01/12/2010
BARCLAYS CAPITAL INC. (MIAMI FL)
FL
09/07/2007 - 09/22/2008
LEHMAN BROTHERS INC. (MIAMI FL)
FL
03/07/2007 - 10/01/2007
ATLAS ONE FINANCIAL GROUP, LLC (MIAMI FL)
BOTH
Issued 04/09/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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