Unclaimed
Maria Antoinette Kersey is a financial professional with over 27 years of experience in the financial services industry. Maria is currently a registered representative with Missionsquare Retirement. Previously, Maria was a registered representative with MML Investors Services, LLC, Northwestern Mutual Investment Services, LLC, TIAA-CREF Individual & Institutional Services, LLC, and Vanguard Marketing Corporation. Maria holds the Series 6, 7, and 63 licenses as well as the SIE exam. Maria is a Certified Financial Planner. Maria has a strong commitment to providing her clients with the highest quality financial advice and service.
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.
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.
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2
VA
09/08/2022 - Present
Missionsquare Retirement (Sterling VA)
VA
04/22/2021 - 09/06/2022
MML INVESTORS SERVICES, LLC (Sterling VA)
VA
02/14/2020 - 03/23/2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (RESTON VA)
VA
06/28/1999 - 09/10/2019
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (FAIRFAX VA)
PA
11/11/1994 - 04/13/1999
VANGUARD MARKETING CORPORATION (MALVERN PA)
BC
Issued 12/02/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2005
Series 7 - General Securities Representative Examination
BC
Issued 11/10/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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