Unclaimed
Maria Carolina Delgado is a financial advisor at Raymond James & Associates, Inc. She is a registered representative with FINRA and a licensed representative in Florida. Maria has been in the financial industry since June 22, 2017, and has a strong understanding of securities and investment products. She holds the Series 7 and SIE licenses. Maria specializes in providing investment advice to a wide range of clients, including high-net-worth individuals, corporations, and pension plans. She provides various services including financial planning, portfolio management, and selection of other advisors. Maria is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
06/23/2017 - Present
Raymond James & Associates, Inc. (SPRING HILL FL)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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