Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maria? Claim Your ProfileMaria Maldonado is a financial advisor with Morgan Stanley. Maria has been a registered representative in the securities industry since 2009. Maria is a registered representative in California and Texas and has a Series 7, Series 6, and Series 66 license. Maria has experience with providing financial advice to individuals, corporations, and charitable organizations. Maria has also worked with JPMorgan Securities LLC in the past. Maria is dedicated to helping clients achieve their financial goals.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
09/01/2023 - Present
Morgan Stanley (San Diego CA)
CA
12/02/2014 - 09/09/2023
J.P. MORGAN SECURITIES LLC (SAN DIEGO CA)
CA
09/22/2014 - 10/24/2014
TRANSAMERICA FINANCIAL ADVISORS, INC (SAN DIEGO CA)
CA
10/01/2012 - 09/17/2014
J.P. MORGAN SECURITIES LLC (CHULA VISTA CA)
CA
09/29/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (CHULA VISTA CA)
BOTH
Issued 10/16/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/22/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2014
Series 7 - General Securities Representative Examination
BC
Issued 09/28/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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