Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maria? Claim Your ProfileMaria Montanez is a financial professional with over 20 years of experience in the financial services industry. Maria is currently registered with Fidelity Brokerage Services LLC and holds a Series 6, Series 63, and SIE license. Maria has been with Fidelity Brokerage Services LLC since January 2008. Prior to that, Maria was employed with Fidelity Investments Institutional Services Company, Inc. for 6 years. Maria holds a bachelor's degree in Finance from the University of Massachusetts Amherst.
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.
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.
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MA
01/01/2008 - Present
Fidelity Brokerage Services LLC (BOSTON MA)
MA
07/19/2006 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (MARLBOROUGH MA)
RI
01/11/2002 - 04/13/2006
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BC
Issued 05/17/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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