Unclaimed
Maria Pico-bennett is a financial advisor currently employed at Fisher Investments. Maria has been in the industry for over 10 years and has experience at firms such as Merrill Lynch, Pierce, Fenner & Smith Incorporated and J.P. Morgan Securities LLC. Maria holds the Series 6, 7, and 66 securities licenses as well as the SIE exam. Maria is a Certified Financial Planner and specializes in portfolio management for individuals, businesses, investment companies and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
06/14/2022 - Present
Fisher Investments (PLANO TX)
FL
01/30/2013 - 07/16/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIAMI FL)
FL
10/01/2012 - 01/08/2013
J.P. MORGAN SECURITIES LLC (MIAMI BEACH FL)
FL
08/23/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (CORAL GABLES FL)
FL
05/28/2010 - 08/04/2010
CHASE INVESTMENT SERVICES CORP. (MIAMI BEACH FL)
BOTH
Issued 11/05/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/16/2015
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2011
Series 7 - General Securities Representative Examination
BC
Issued 05/26/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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