Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maria? Claim Your ProfileMaria Catherine Cacia is a financial advisor with over 25 years of experience in the industry. Maria currently works with Wealthcare Advisory Partners LLC. She has a diverse background in the financial industry, having worked with a variety of firms. She has experience in providing financial planning, investment advice, and portfolio management to individuals, families, businesses, and institutions. Maria is committed to providing personalized financial advice to help her clients achieve their financial goals. She is also a registered representative with FINRA and a licensed insurance agent.
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.
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.
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2
PA
09/07/2018 - Present
Wealthcare Advisory Partners LLC (Merion Station PA)
PA
06/25/2008 - 05/06/2011
FINANCIAL NETWORK INVESTMENT CORPORATION (CONSHOHOCKEN PA)
PA
07/17/2003 - 06/12/2008
PRINCOR FINANCIAL SERVICES CORPORATION (CONSHOHOCKEN PA)
MA
12/04/2002 - 07/08/2003
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
01/01/1999 - 12/31/2002
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
PA
09/30/1996 - 02/24/1997
PNC BROKERAGE CORP (PITTSBURGH PA)
NE
12/20/1995 - 10/04/1996
LAUGHLIN GROUP ADVISORS, INC. (LINCOLN NE)
NY
06/01/1993 - 02/23/1995
MONY SECURITIES CORP. (NEW YORK NY)
BC
Issued 05/25/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/1996
Series 7 - General Securities Representative Examination
BC
Issued 05/25/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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