Unclaimed
Maria Fernandez-quezada is a registered investment advisor representative with Osaic Wealth, Inc. Maria has been in the securities industry since May 1996. Maria is registered in the following states: New Jersey, and New York. She has experience in financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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.
1
2
AZ
01/24/2025 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
IN
04/01/2004 - 06/06/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NJ
11/26/1996 - 08/17/1999
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NY
08/07/1996 - 11/22/1996
ABERNATHY, LEET INSTITUE OF FINANCIAL RESEARCH CORP. (NEW YORK NY)
NY
10/19/1994 - 01/17/1995
SMITH BARNEY INC. (NEW YORK NY)
BC
Issued 11/28/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/19/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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