Unclaimed
Maria De los angeles Mena rubio is a financial advisor with Nationwide Planning Associates Inc. Maria has been in the financial industry for over 17 years. Her previous employers include Herbert J. Sims & Co, INC, Santander Securities LLC, UBS Financial Services Inc and UBS Financial Services Incorporated of Puerto Rico. Maria is licensed in Puerto Rico. She holds the SIE and Series 7 licenses.
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.
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.
1
2
PR
01/17/2020 - Present
Nationwide Planning Associates Inc. (HATO REY PR)
PR
10/18/2016 - 01/17/2020
HERBERT J. SIMS & CO, INC. (GUAYNABO PR)
MA
09/07/2006 - 10/14/2016
SANTANDER SECURITIES LLC (BOSTON MA)
PR
12/12/2003 - 09/20/2006
UBS FINANCIAL SERVICES INC. (GUAYNABO PR)
PR
12/12/2003 - 09/20/2006
UBS FINANCIAL SERVICES INCORPORATED OF PUERTO RICO (HATO REY PR)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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