Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maria? Claim Your ProfileMaria Zoll is a financial advisor with LPL Financial LLC. Maria has been in the financial services industry since December 31, 2019, and holds registrations in Florida, New Jersey, New York, North Carolina, and Pennsylvania. Maria has a strong background in accounting and finance, having worked at Deloitte & Touche and Computer Associates/Broadcom. Maria is committed to providing her clients with personalized financial advice and guidance to help them reach their financial goals. Maria is also a licensed tax preparer and offers tax and advisory services through Maria Zoll Tax & Advisory 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.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
08/02/2023 - Present
LPL Financial LLC (SAN DIEGO CA)
NY
07/16/2021 - 08/04/2023
OSAIC WEALTH, INC. (HAUPPAUGE NY)
NY
01/01/2020 - 07/27/2021
EQUITABLE ADVISORS, LLC (WOODBURY NY)
BOTH
Issued 01/28/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/28/2019
Series 7TO - General Securities Representative Examination
BC
Issued 11/11/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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