Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maria? Claim Your ProfileMaria Guadalupe Vallejo-meza is a financial advisor who has been in the industry since 2013. Maria is registered in California as an Investment Advisor Representative. Maria is currently affiliated with Channel Wealth, LLC and has been with the firm since October 2022. Maria has been a Financial Paraplanner at Channel Wealth since June 2020. Prior to joining Channel Wealth, Maria was registered with SAGEPOINT FINANCIAL, INC. from May 2015 until November 2022 and LPL FINANCIAL LLC from April 2014 until May 2015. Maria offers a variety of services including financial planning, consulting, and portfolio management for both individuals and businesses. Maria also provides pension consulting 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting
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.
A percentage of the total value of assets under management is charged.
Financial planning and consulting
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2
CA
02/08/2024 - Present
Channel Wealth, LLC (SANTA BARBARA CA)
CA
05/11/2015 - 11/01/2022
SAGEPOINT FINANCIAL, INC. (SANTA BARBARA CA)
CA
04/04/2014 - 05/27/2015
LPL FINANCIAL LLC (SANTA BARBARA CA)
BOTH
Issued 02/02/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/16/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2015
Series 7 - General Securities Representative Examination
BC
Issued 04/04/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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