Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maria? Claim Your ProfileMaria Barrientos is an investment advisor representative at Americana Partners, LLC, an investment advisory firm located in Houston, TX. Maria has been in the financial services industry since 2010. She has a wide range of experience, including experience with UBS Financial Services Inc., Morgan Stanley, and Oppenheimer & Co. Inc. Maria is licensed to provide investment advice in all 50 states and the District of Columbia. She specializes in providing financial planning, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles. She has a strong track record of success in helping her clients achieve their financial goals.
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.
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
TX
08/26/2024 - Present
Americana Partners, LLC (HOUSTON TX)
TX
02/05/2020 - 09/27/2021
OPPENHEIMER & CO. INC. (HOUSTON TX)
TX
12/12/2012 - 04/24/2014
MORGAN STANLEY (HOUSTON TX)
TX
03/24/2010 - 12/17/2012
UBS FINANCIAL SERVICES INC. (HOUSTON TX)
BOTH
Issued 03/16/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/23/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/28/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/03/2022
Series 3 - National Commodity Futures Examination
BC
Issued 02/05/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/05/2020
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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