Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maria? Claim Your ProfileMaria Mena is a financial professional with over 17 years of experience in the industry. Maria is currently registered with J.p. Morgan Securities LLC, and previously worked at Chase Investment Services Corp., Citigroup Global Markets Inc., and Citicorp Investment Services. Maria holds the Series 6, Series 63, and SIE licenses. Maria's areas of expertise include: Retirement Planning, Insurance, Annuities, Mutual Funds, Stocks, Bonds, and Options.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
NY
10/01/2012 - Present
J.p. Morgan Securities LLC (FLUSHING NY)
NY
12/14/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NY
05/29/2007 - 12/17/2009
CITIGROUP GLOBAL MARKETS INC. (JACKSON HEIGHTS NY)
NY
11/21/2005 - 05/29/2007
CITICORP INVESTMENT SERVICES (JACKSON HEIGHTS NY)
BC
Issued 03/27/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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