Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maria? Claim Your ProfileMaria Isabel Carchi is a registered representative with Equitable Advisors, LLC. Maria has been in the industry since 2022 and has experience with Equitable Advisors, LLC, PRUCO SECURITIES LLC, Leapros/MerchSource, King Electric Manufacturing Co, Pepperdine Graziadio Business School, Epson America, Inc., Southern California University, and MIECO, Inc. Maria has passed the Series 7TO, Series 66, and SIE exams. Maria is registered in California and is an active advisor in both the broker-dealer and investment advisor contexts. Maria is also the owner of two companies: MARIASAPRINCESS INC and Chakra Balancing Business Solutions, LLC. In addition to her role at Equitable Advisors, LLC, Maria also works as a licensed Ayurveda Wellness Counselor.
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.
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.
1
2
CA
06/07/2023 - Present
Equitable Advisors, LLC (LOS ANGELES CA)
BOTH
Issued 06/05/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/18/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/01/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Maria Carchi is the right advisor for you? Invested Better is here to help.
