Unclaimed
Maria Gallardo-gower is a financial advisor registered in 10 states and has been working in the financial industry since June 2012. Maria is currently registered with Charles Schwab & CO., Inc. and has previously been registered with TD AMERITRADE, INC. Maria specializes in Portfolio Management for individuals and provides financial planning services. Maria has earned several licenses and designations, including Series 66, Series 7 and the SIE exam. Maria is located in San Diego, California.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CA
03/15/2022 - Present
Charles Schwab & CO., Inc. (San Diego CA)
CA
06/19/2012 - 12/31/2023
TD AMERITRADE, INC. (San Diego CA)
BOTH
Issued 09/04/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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