Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maria? Claim Your ProfileMaria Vallejo is a financial professional with over 16 years of experience in the industry. Maria is currently registered with Fidelity Brokerage Services LLC and has been with the firm since March 2021. Maria has also held previous positions at WORLD EQUITY GROUP, INC., WILBANKS SECURITIES, INC., REGAL SECURITIES, INC., NEIDIGER, TUCKER, BRUNER, INC., VALIC FINANCIAL ADVISORS, INC., CAPNET SECURITIES CORPORATION and STANFORD GROUP COMPANY. Maria holds the Series 63, 24, 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.
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2
TX
03/18/2021 - Present
Fidelity Brokerage Services LLC (WESTLAKE TX)
TX
09/11/2017 - 10/29/2020
WORLD EQUITY GROUP, INC. (Katy TX)
OK
06/22/2016 - 09/08/2017
WILBANKS SECURITIES, INC. (OKLAHOMA CITY OK)
IL
07/15/2015 - 05/31/2016
REGAL SECURITIES, INC. (GLENVIEW IL)
CO
06/12/2015 - 06/23/2015
NEIDIGER, TUCKER, BRUNER, INC. (HIGHLANDS RANCH CO)
TX
07/29/2014 - 06/18/2015
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
09/12/2012 - 01/10/2013
CAPNET SECURITIES CORPORATION (HOUSTON TX)
TX
11/19/2003 - 09/15/2010
STANFORD GROUP COMPANY (HOUSTON TX)
BC
Issued 08/18/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/29/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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