Unclaimed
Maria Isabel Ozechowski is an Investment Adviser Representative with Thornburg Investment Management Inc. Maria Isabel has been in the securities industry for over 4 years, with a registration date of May 30, 2019. Maria Isabel specializes in providing financial planning and investment advice to individuals, corporations and pooled investment vehicles. Maria Isabel is registered with the state of New Mexico. She has passed the Series 7TO, SIE and Series 66 exams. Maria Isabel is also an associate at Wellbridge DBA Del Norte Sports and Wellness.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NM
05/30/2019 - Present
Thornburg Investment Management Inc. (SANTA FE NM)
BOTH
Issued 05/29/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/27/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/15/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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