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Maria Faleyev is an investment advisor representative associated with Beacon Pointe Advisors, LLC. Maria has been in the industry since 2012. Maria holds the Series 65 license and is registered with Massachusetts. Maria has a variety of experience working at various firms such as Artemis Financial Advisors, Meketa Investment Group, Bentley University, Marshalls, Bishop Fenwick High School, Madewell, Beacon Pointe Advisors, LLC, and New York Life. Maria specializes in providing financial planning, pension consulting, educational seminars, portfolio management for businesses, portfolio management for individuals, portfolio management for investment companies, and portfolio management for pooled investment vehicles.
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.
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.
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CA
02/05/2025 - Present
Beacon Pointe Advisors, LLC (NEWPORT BEACH CA)
IA
Issued 02/03/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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