Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maria? Claim Your ProfileMaria Montenegro is a financial advisor with Empower Advisory Group, LLC, a firm that provides investment management services to individuals, high-net-worth individuals, pension and profit-sharing plans, state or municipal government entities, corporations or other businesses, and charitable organizations. Maria has over 30 years of experience in the financial services industry. Maria is registered to offer securities and investment advisory services in 45 states. Maria offers financial planning and portfolio management services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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2
CO
03/14/2024 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
PA
04/30/2019 - 04/04/2022
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (SCRANTON PA)
PA
06/15/2016 - 10/25/2018
PNC INVESTMENTS (SCRANTON PA)
PA
08/29/2015 - 04/22/2016
METLIFE SECURITIES INC. (MOOSIC PA)
IA
Issued 03/11/2024
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 10/12/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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