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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maria joyce? Claim Your ProfileMaria Joyce G Quiza is a financial advisor with Morgan Stanley. Maria has been in the financial services industry since 2009 and has a strong track record of success. Maria specializes in providing financial planning and investment management services to individuals and families. Maria is committed to helping 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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
06/04/2021 - Present
Morgan Stanley (Pasadena CA)
CA
12/05/2014 - 05/05/2021
WELLS FARGO CLEARING SERVICES, LLC (LOS ANGELES CA)
CA
01/03/2011 - 02/28/2013
WELLS FARGO ADVISORS, LLC (LOS ANGELES CA)
CA
08/23/2010 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (LOS ANGELES CA)
CA
07/09/2009 - 04/23/2010
PFS INVESTMENTS INC. (LOS ANGELES CA)
BC
Issued 06/17/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/17/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2014
Series 7 - General Securities Representative Examination
BC
Issued 07/08/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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