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 Dartayet is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. Maria has been in the securities industry since October 27, 1997. Maria has one state registration in Texas, and one in Florida. Maria holds Series 63, Series 7, and SIE licenses and has a total of 7 approved registrations with FINRA. Maria has one current employment with Merrill Lynch, Pierce, Fenner & Smith Inc. in the FORT MYERS, FL branch office. Maria has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 1987. In addition to her work as a registered representative, Maria is also the owner of a rental property business in Katy, Texas.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
FL
11/14/1997 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (FORT MYERS FL)
BC
Issued 11/12/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/1997
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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