Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maria? Claim Your ProfileMaria Koerner is a financial advisor with over 10 years of experience in the industry. Maria holds a Series 65 license and is registered as an investment advisor representative with Natural Investments. Maria is dedicated to providing comprehensive financial planning and investment management services to a variety of clients including individuals, families, businesses, and charitable organizations. Maria has specialized expertise in providing financial planning for high-net-worth individuals, corporations, and charitable organizations. Maria offers a variety of advisory services including financial planning, portfolio management, and educational seminars. Maria has a strong track record of success and is committed to providing her clients with the highest level of service and personalized attention.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Financl plng fees either on a project, hourly or retainer basis
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CA
03/26/2024 - Present
Natural Investments (WINDSOR CA)
IA
Issued 03/26/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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