Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maria? Claim Your ProfileMaria Montilla-Frost is a financial advisor with over 2 years of experience in the industry. Maria is a registered investment advisor representative in Wisconsin. Maria is affiliated with Private Advisor Group, LLC, an independent investment advisor firm. Maria has a Series 6, Series 63, Series 65, and SIE licenses. Maria's areas of expertise include financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NJ
02/27/2019 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
MI
10/10/2016 - 12/06/2018
FORESIDE FUND SERVICES, LLC (Birmingham MI)
IA
Issued 02/27/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/24/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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