Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maria? Claim Your ProfileMaria Peralta is a financial advisor with Mariner Wealth Advisors. Maria has over eight years of experience in the financial services industry. Maria is licensed to provide investment advice in Arizona. Maria has a Series 7 and Series 66 license as well as the SIE exam. Maria is a Certified Financial Planner. Maria specializes in providing financial advice to individuals, businesses, and institutions. Maria's previous experience includes working with Merrill Lynch, Pierce, Fenner & Smith Incorporated, RBC Capital Markets, LLC and LPL Financial LLC.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Family office services
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.
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AZ
07/14/2023 - Present
Mariner Wealth (Tucson AZ)
AZ
11/16/2020 - 07/24/2023
LPL FINANCIAL LLC (TUCSON AZ)
AZ
01/22/2018 - 11/24/2020
RBC CAPITAL MARKETS, LLC (TUCSON AZ)
AZ
06/23/2015 - 01/23/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TUCSON AZ)
BOTH
Issued 07/21/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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