Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maria? Claim Your ProfileMaria Aguilar is an Investment Advisor Representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Maria has been in the industry since 2000. Maria is registered with the Securities and Exchange Commission (SEC) as an Investment Adviser Representative in California and Texas. Maria has a broad range of investment experience, including stocks, bonds, mutual funds, and other investment products. Maria is committed to providing her clients with personalized investment advice and helping them achieve their financial goals. Maria is also an owner of a Real Estate Investment business in San Diego.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
CA
06/11/2014 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SAN DIEGO CA)
CA
10/23/2009 - 06/11/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN DIEGO CA)
CA
05/09/2000 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (SAN DIEGO CA)
IA
Issued 11/1/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/19/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/8/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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