Unclaimed
Maria gabriela Besselievre is a financial professional with over 13 years of experience in the industry. Maria gabriela has been registered with Raymond James & Associates, Inc. since January 2021. Prior to that, Maria gabriela worked at UBS Financial Services Inc. and HSBC Securities (USA) Inc. Maria gabriela holds multiple licenses including Series 6, 7, 63, and 66, along with the SIE. Maria gabriela is a registered investment advisor in Florida and has a wide range of experience with investment products and 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.
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
FL
01/12/2021 - Present
Raymond James & Associates, Inc. (CORAL GABLES FL)
FL
02/14/2012 - 01/20/2021
UBS FINANCIAL SERVICES INC. (MIAMI FL)
FL
11/03/2008 - 01/09/2012
HSBC SECURITIES (USA) INC. (CORAL GABLES FL)
BOTH
Issued 11/11/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/17/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2012
Series 7 - General Securities Representative Examination
BC
Issued 11/01/2008
Series 6 - Investment Company Products/Variable Contracts 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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