Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maria? Claim Your ProfileMaria Navarro is a financial advisor with over 20 years of experience in the industry. Maria is currently registered with Rockefeller Financial LLC and Rockefeller Capital Management in Texas. Maria has a strong track record of success in providing financial advice to individuals, families, businesses, and institutions. Maria specializes in financial planning, pension consulting, selection of other advisors, and portfolio management for both businesses and individuals. Maria is committed to providing her clients with personalized financial advice and guidance to help them 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.
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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TX
01/17/2025 - Present
Rockefeller Financial LLC (Dallas TX)
TX
06/22/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (HOUSTON TX)
TX
11/16/2005 - 06/20/2007
STANFORD GROUP COMPANY (HOUSTON TX)
MO
07/01/2003 - 11/18/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
05/17/2002 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 06/28/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/30/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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