linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Maria Joanna Shertzer

Founders Financial Securities LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Maria? Claim Your Profile

About Maria Joanna Shertzer

Maria Joanna Shertzer is a financial professional with over two decades of experience in the financial services industry. Maria Joanna is a registered representative with Founders Financial Securities LLC, where she has been employed since 2006. Maria Joanna previously worked for InterSecurities, Inc. and has held various roles in the industry. Maria Joanna holds a Series 7 and Securities Industry Essentials (SIE) license. She is licensed to provide securities services in Maryland. Maria Joanna specializes in financial planning, pension consulting and portfolio management for individuals and businesses.

Firm Information

Maria Shertzer is currently registered with Founders Financial Securities LLC. Founders Financial Securities LLC is an independent financial services firm with over 90 financial advisors serving clients in all 50 states. They offer a range of financial services, including financial planning, portfolio management, and pension consulting. They serve a variety of clients including high-net-worth individuals, corporations, and pension plans. The firm has approximately $3 billion in assets under management.
Founders Financial Securities LLC

1026 CROMWELL BRIDGE ROAD

TOWSON, MD 21286

$2.91B

Assets Under Management

93

Total Clients

109

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Maria Shertzer’s Registration & Firm History

MD

04/27/2011 - Present

Founders Financial Securities LLC (BEL AIR MD)

MD

08/17/2006 - 07/21/2009

FOUNDERS FINANCIAL SECURITIES LLC (BEL AIR MD)

FL

12/13/2000 - 08/22/2006

INTERSECURITIES, INC. (ST. PETERSBURG FL)

Not sure if Maria Joanna Shertzer is right for you?

Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/12/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Maria Joanna Shertzer.
Not sure if Maria Joanna Shertzer is right for you?