Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maria isabel? Claim Your ProfileMaria Isabel Villanueva Vergara is a financial advisor registered with M Holdings Securities, Inc., and holds a Series 63, SIE, and Series 6 license. Maria Isabel has experience in the financial services industry since June 2011. She is a licensed agent for the state of California and has been actively registered with M Holdings Securities, Inc. since May 2023. Maria Isabel specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services.
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.
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2
CA
05/08/2023 - Present
M Holdings Securities, Inc. (Newport Beach CA)
CO
04/04/2022 - 12/14/2023
EMPOWER FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
CA
12/17/2015 - 04/04/2022
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (Los Angeles CA)
CA
09/17/2013 - 12/17/2015
M HOLDINGS SECURITIES, INC. (EL SEGUNDO CA)
CA
11/30/2011 - 09/04/2013
BG WORLDWIDE SECURITIES, INC. (WESTLAKE VILLAGE CA)
CA
05/02/2011 - 11/10/2011
M HOLDINGS SECURITIES, INC. (EL SEGUNDO CA)
BC
Issued 05/07/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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