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 Licini is a registered representative with Steward Partners Investment Advisory, LLC. She is a senior wealth management associate who provides support to clients. Maria holds a Series 63 and Series 66 licenses and is registered to provide investment advice in 32 states. She has been in the financial services industry since July 10, 2016, having previously worked for Wells Fargo Clearing Services, LLC and Raymond James Financial Services, Inc. In addition to her work with Steward Partners Investment Advisory, LLC, Maria is a control person for a family IRA account and provides administrative support to other businesses.
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.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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
NJ
08/29/2023 - Present
Steward Partners Investment Advisory, LLC (ROCHELLE PARK NJ)
NJ
11/02/2017 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (PARAMUS NJ)
NJ
07/11/2016 - 11/07/2017
WELLS FARGO CLEARING SERVICES, LLC (PARAMUS NJ)
BOTH
Issued 6/5/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 9/28/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/11/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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