Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maria? Claim Your ProfileMaria Clementina Wahl is a registered representative with Raymond James & Associates, Inc., located in Seattle, WA. Maria is an experienced financial advisor with over 20 years in the industry. Previously, Maria has worked for several well-known financial firms such as UBS Financial Services Inc. and Merrill Lynch. Maria has a wide range of experience in providing financial advice and portfolio management to individuals, businesses, and retirement plans.
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.
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2
WA
03/23/2018 - Present
Raymond James & Associates, Inc. (SEATTLE WA)
WA
04/06/2015 - 03/21/2018
COSSE' INTERNATIONAL SECURITIES, INC. (SEATTLE WA)
WA
03/05/2014 - 03/30/2015
JHS CAPITAL ADVISORS, LLC (BELLEVUE WA)
WA
04/08/2013 - 07/18/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SEATTLE WA)
WA
04/25/2011 - 04/10/2013
MORGAN STANLEY (BELLEVUE WA)
WA
08/12/2006 - 04/11/2011
UBS FINANCIAL SERVICES INC. (SEATTLE WA)
WA
07/09/2002 - 08/12/2006
PIPER JAFFRAY & CO. (SEATTLE WA)
BC
Issued 01/29/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2002
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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