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Maria Geralyn Fliess

Portfolio Medics, LLC

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About Maria Geralyn Fliess

Maria Geralyn Fliess is a financial advisor currently registered with Portfolio Medics, LLC. Maria has been working in the financial services industry for over 20 years. Maria holds Series 6, 63, and 65 licenses. Maria has previous experience with Brokers International Financial Services, LLC, Mutual of Omaha Investor Services, Inc., World Group Securities, Inc. and Springboard Securities. Maria's areas of expertise include Financial Planning, Pension Consulting, and Selection of Other Advisors. Maria also provides portfolio management services for individuals.

Firm Information

Maria Fliess is currently registered with Portfolio Medics, LLC. Portfolio Medics, LLC is an investment advisor based in Bonita Springs, Florida. They offer financial planning, pension consulting, selection of other advisers, and portfolio management for individuals. The firm has 75 investment advisory representatives and manages approximately $499.6 million in assets for 2,499 clients.
Portfolio Medics, LLC

27499 RIVERVIEW CENTER BLVD

BONITA SPRINGS, FL 34134

$499.61M

Assets Under Management

Not reported

Total Clients

65

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Maria Fliess’s Registration & Firm History

WI

01/23/2024 - Present

Portfolio Medics, LLC (Kenosha WI)

WI

03/24/2010 - 05/28/2010

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. (KENOSHA WI)

WI

04/07/2004 - 12/14/2007

MUTUAL OF OMAHA INVESTOR SERVICES, INC. (MILWAUKEE WI)

GA

11/20/2003 - 03/31/2004

WORLD GROUP SECURITIES, INC. (DULUTH GA)

CA

08/08/2002 - 10/23/2003

SPRINGBOARD SECURITIES (NEWPORT BEACH CA)

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Licenses & Designations

IA

Issued 02/12/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/14/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/06/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Maria Geralyn Fliess.
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