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Maria Antoinette Kersey

Missionsquare Retirement

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About Maria Antoinette Kersey

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.

Firm Information

Maria Kersey is currently registered with Missionsquare Retirement. Missionsquare Retirement is an investment advisor headquartered in Washington, DC. The firm manages assets for individuals, high-net-worth individuals, and insurance companies. Missionsquare Retirement has approximately 234 registered representatives and 224 investment advisory professionals.
Missionsquare Retirement

777 NORTH CAPITOL STREET NE, SUITE 600

WASHINGTON, DC 20002-4240

$6.11B

Assets Under Management

694

Total Clients

182

Total Financial Advisors

Services Offered

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.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Maria Kersey’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Maria Antoinette Kersey.
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