Unclaimed
Maria Delre is an experienced financial advisor who has been in the industry since January 17, 2000. Maria is currently registered with Osaic Wealth, Inc. and is licensed to provide investment advice in 18 states. Maria holds the Series 66, Series 7, and SIE licenses. Maria is also a Personal Financial Specialist. Maria has worked with a variety of clients over the years, including high-net-worth individuals, corporations, and pension plans.
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.
1
2
IL
01/13/2023 - Present
Osaic Wealth, Inc. (Orland Park IL)
IL
10/17/2019 - 01/26/2023
LPL FINANCIAL LLC (ORLAND PARK IL)
IL
06/29/2012 - 10/21/2019
ROYAL ALLIANCE ASSOCIATES, INC. (ORLAND PARK IL)
IL
01/03/2012 - 06/29/2012
LASALLE ST SECURITIES, L.L.C. (MOKENA IL)
IL
09/04/2009 - 12/31/2011
INVESTORS CAPITAL CORP. (MOKENA IL)
IL
02/03/2003 - 09/04/2009
WATERSTONE FINANCIAL GROUP, INC. (ORLAND PARK IL)
IN
11/20/2002 - 02/07/2003
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
NY
07/11/2000 - 11/04/2002
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
12/07/1999 - 06/15/2000
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 11/06/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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