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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maria? Claim Your ProfileMaria Wojcik-llamas is an investment advisor representative with Morgan Stanley. Maria has been in the securities industry for over 20 years, and has a proven track record of success. She is a licensed investment advisor in Illinois and Texas and is a registered representative in 51 states. Maria has a Series 7, Series 63, and Series 66 securities licenses. She is also a qualified principal for Morgan Stanley. Maria is dedicated to providing her clients with personalized financial advice and helping them achieve their financial goals. Prior to working at Morgan Stanley, Maria worked at Citigroup Global Markets Inc., and Charter One Securities, Inc. Maria is committed to providing her clients with the highest level of service and integrity.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
IL
06/22/2011 - Present
Morgan Stanley (Barrington IL)
IL
11/06/2000 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BARRINGTON IL)
OH
01/01/2000 - 11/30/2000
CHARTER ONE SECURITIES, INC. (CLEVELAND OH)
IL
10/08/1999 - 01/01/2000
INVESTMENT NETWORK, INC. (FRANKLIN PARK IL)
BOTH
Issued 09/02/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/04/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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