Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maria? Claim Your ProfileMaria Caroline Wolters is a financial advisor with Corient. Maria is a Certified Financial Planner and a Chartered Financial Consultant and holds a Series 66, Series 7TO, and a SIE license. Maria has over 5 years of experience in the financial services industry. Maria has worked with clients of all types, including high-net-worth individuals, corporations, charitable organizations, and pooled investment vehicles. Maria offers a wide range of financial services, including financial planning, portfolio management, and educational seminars. Maria is dedicated to helping clients achieve their financial goals. Prior to joining Corient, Maria was a financial advisor at Ameriprise Financial Services, LLC.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
OH
11/23/2022 - Present
Corient (COLUMBUS OH)
OH
01/09/2020 - 08/31/2021
AMERIPRISE FINANCIAL SERVICES, LLC (BEAVERCREEK OH)
BOTH
Issued 02/06/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/12/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/08/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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