Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maria cecilia? Claim Your ProfileMaria cecilia Abril Gapunuan is a financial advisor registered with Osaic Wealth, Inc. Maria cecilia has been working in the financial services industry since June 2010. Maria cecilia has a Series 7, Series 6, Series 63 and Series 65 licenses. She has a wide range of experience in financial planning, portfolio management for individuals and businesses, and pension consulting. Maria cecilia also offers educational seminars and helps clients select other advisors. She is currently registered with 13 states, including California, Alabama, Hawaii, Louisiana, Minnesota, Nevada, New Mexico, New York, Texas, Utah, Washington, and Wyoming. Prior to joining Osaic Wealth, Inc. Maria cecilia worked at SAGEPOINT FINANCIAL, INC. Maria cecilia Abril Gapunuan's mission is to help clients 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.
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
CA
09/01/2023 - Present
Osaic Wealth, Inc. (MILL VALLEY CA)
CA
06/24/2010 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (MILL VALLEY CA)
IA
Issued 05/18/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/14/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2015
Series 7 - General Securities Representative Examination
BC
Issued 06/23/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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