Unclaimed
Maria Guadalupe Harris is an investment advisor representative registered with Frost Investment Services. Maria has been in the financial industry since 2015 and has been with Frost Investment Services since 2022. She holds the Series 65 license and the SIE exam. Maria has experience in providing financial planning and portfolio management services for businesses and individuals. Maria is dedicated to helping her clients reach their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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TX
01/31/2023 - Present
Frost Investment Services (SAN ANTONIO TX)
IA
Issued 02/18/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/27/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
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