Unclaimed
Maria A. Avento is a financial advisor with IC Advisory Services, Inc. based in Bedminster, New Jersey. Maria has over 33 years of experience in the financial services industry and is licensed to provide investment advice in Connecticut, Florida, Maryland, New Jersey, New York, and North Carolina. Maria has a wide range of experience, having worked with clients from individuals to corporations, charitable organizations, and pension and profit sharing plans. Maria is also a licensed insurance agent and offers a variety of insurance products.
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.
A percentage of the total value of assets under management is charged.
1
2
NJ
06/02/2006 - Present
IC Advisory Services, Inc. (BEDMINSTER NJ)
NY
08/22/2003 - 12/31/2005
PGP FINANCIAL, INC. (GREAT RIVER NY)
SC
01/27/1999 - 09/08/2003
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NY
09/26/1991 - 02/10/1999
WESTCO INVESTMENT CORP. (LYNBROOK NY)
NY
10/03/1989 - 10/04/1991
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
BOTH
Issued 05/07/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/06/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/1992
Series 7 - General Securities Representative Examination
BC
Issued 09/21/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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