Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maria? Claim Your ProfileMaria Jarvis is a financial advisor in Chicago, IL, registered with LPL Financial LLC. Maria has been a financial advisor since 1992. Maria's current registrations include securities, investment advisory and insurance products. Maria is a Chartered Financial Consultant and has experience with insurance and investment services. The advisor is active in providing financial advice to clients and has a current registration with the state of Illinois.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
03/20/2020 - Present
LPL Financial LLC (CHICAGO IL)
IL
03/25/2017 - 03/13/2020
MML INVESTORS SERVICES, LLC (Chicago IL)
IL
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (CHICAGO IL)
IL
07/01/1999 - 01/02/2015
NEW ENGLAND SECURITIES (CHICAGO IL)
MA
03/01/1996 - 07/02/1999
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
08/18/1994 - 03/01/1996
G. R. PHELPS & CO., INC.
WI
04/01/1992 - 08/17/1994
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
WI
04/01/1992 - 08/17/1994
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 04/13/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Maria Jarvis is the right advisor for you? Invested Better is here to help.
