Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maria? Claim Your ProfileMaria Morales is a financial professional with over 20 years of experience in the industry. Maria currently works at Equitable Advisors, LLC, where she has been since February 2024. Prior to joining Equitable Advisors, LLC, Maria worked at FARMERS FINANCIAL SOLUTIONS, LLC, ALLSTATE FINANCIAL SERVICES, LLC, AXA ADVISORS, LLC, and MUTUAL OF OMAHA INVESTOR SERVICES, INC. Maria is registered with the state of Florida and holds Series 6, SIE, and Series 63 licenses.
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
FL
02/29/2024 - Present
Equitable Advisors, LLC (ORLANDO FL)
FL
01/20/2021 - 02/01/2024
FARMERS FINANCIAL SOLUTIONS, LLC (CORAL SPRINGS FL)
FL
05/30/2013 - 01/06/2021
ALLSTATE FINANCIAL SERVICES, LLC (DORAL FL)
FL
02/01/2012 - 05/21/2013
AXA ADVISORS, LLC (MIAMI FL)
FL
04/11/2002 - 02/07/2012
ALLSTATE FINANCIAL SERVICES, LLC (MIAMI FL)
NE
09/24/2001 - 04/29/2002
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
BC
Issued 10/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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