Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maria? Claim Your ProfileMaria Elena Garcia is a financial advisor with over 28 years of experience in the industry. Maria Elena is registered with Insigneo Advisory Services, LLC and has a strong track record of helping clients achieve their financial goals. She has held several positions in the financial services industry including positions at Wells Fargo Clearing Services, LLC and First Union Brokerage Services, Inc. Maria Elena has a wide range of expertise in investment management, financial planning, and estate planning. Maria Elena is committed to providing her clients with personalized financial advice and guidance to help them make informed decisions about their financial future.
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.
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.
Consolidation of financial reports and consulting services
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.
Rebates/trailer fees
1
2
FL
12/20/2023 - Present
Insigneo Advisory Services, LLC (MIAMI FL)
FL
10/01/2000 - 07/06/2021
WELLS FARGO CLEARING SERVICES, LLC (MIAMI FL)
NC
03/31/1994 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 05/08/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/14/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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