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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maria? Claim Your ProfileMaria Bolanos Wong is an Investment Advisor Representative with Multiple Financial Services, Inc. in Charlottesville, VA. Maria has been in the industry since 2016 and is registered with the state of Virginia. Maria holds the Series 65 designation. Maria is a specialist in Retirement Planning, Pension Planning, 401(k) Plans and other related financial planning services. Maria has experience with individuals, high-net-worth individuals, charitable organizations and pension and profit-sharing plans.
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.
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.
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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VA
08/29/2022 - Present
Multiple Financial Services, Inc. (Charlottesville VA)
IA
Issued 08/27/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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