Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maria? Claim Your ProfileMaria De Los Angeles Agosto has been an active advisor in the financial services industry since April 12, 2001. Maria is currently registered with Osaic Wealth, Inc. in both Puerto Rico and Texas. Maria has also held prior registrations with Kovack Securities Inc., Walnut Street Securities, Inc., Lincoln Financial Securities Corporation, Jefferson Pilot Securities Corporation, and Washington Square Securities, Inc. Maria is a dedicated financial professional with a strong track record of success in the industry.
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.
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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PR
01/24/2025 - Present
Osaic Wealth, Inc. (SAN JUAN PR)
PR
05/01/2013 - 04/12/2019
KOVACK SECURITIES INC. (SAN JUAN PR)
PR
04/18/2011 - 05/08/2013
WALNUT STREET SECURITIES, INC. (SAN JUAN PR)
PR
01/01/2006 - 12/10/2009
LINCOLN FINANCIAL SECURITIES CORPORATION (SAN JUAN PR)
IN
02/26/2002 - 12/19/2003
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
CT
10/05/1998 - 09/07/2001
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
IN
01/09/1998 - 10/19/1998
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
IN
04/09/1997 - 11/17/1997
CHUBB SECURITIES CORPORATION (FORT WAYNE IN)
BOTH
Issued 03/24/2015
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/10/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2013
Series 7 - General Securities Representative Examination
BC
Issued 04/05/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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