Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maria? Claim Your ProfileMaria Eugenia Forero is a registered representative and investment advisor representative with Raymond James & Associates, Inc. Maria has been in the securities industry since 1988. She has a Series 7, Series 63, and SIE license. Her previous employers include UBS Financial Services Inc., UBS International Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, First Interstate Discount Brokerage, and First Interstate Brokerage of Texas, Inc. Maria Eugenia Forero is a financial professional with a long history of helping clients in Houston, Texas. She is committed to providing her clients with a high level of personalized service. Her experience and expertise make her an excellent choice for those looking for a trusted and knowledgeable advisor.
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.
Please see note in schedule d - miscellaneous
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.
1
2
TX
07/07/2017 - Present
Raymond James & Associates, Inc. (HOUSTON TX)
TX
01/01/2010 - 07/17/2017
UBS FINANCIAL SERVICES INC. (HOUSTON TX)
TX
08/30/2002 - 01/01/2010
UBS INTERNATIONAL INC. (HOUSTON TX)
NY
01/22/1990 - 09/06/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
02/24/1989 - 01/20/1990
FIRST INTERSTATE DISCOUNT BROKERAGE
NA
09/20/1988 - 01/03/1989
FIRST INTERSTATE BROKERAGE OF TEXAS, INC.
BC
Issued 03/10/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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