Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maria? Claim Your ProfileMaria Northam is a financial advisor with Bolton Securities Corp. Maria has been in the industry since 1994 and has a broad range of experience. She is a registered investment advisor and has earned both Series 7 and 63 licenses, along with Series 65 and SIE. Maria also holds a Series 79TO. Maria is committed to helping her clients reach their financial goals. She provides financial planning, portfolio management, and investment advisory services to a variety of clients, including individuals, families, businesses, and institutions.
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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
06/06/2011 - Present
Bolton Securities Corp. (HOUSTON TX)
TX
03/19/2009 - 04/15/2011
ABSHIER WEBB DONNELLY & BAKER, INC. (HOUSTON TX)
TX
11/20/1998 - 03/17/2009
STANFORD GROUP COMPANY (HOUSTON TX)
TX
08/15/1996 - 11/10/1998
UNITED AMERICAN INTERNATIONAL, INC. (HOUSTON TX)
NJ
10/05/1994 - 08/20/1996
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 03/06/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/28/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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