Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maria? Claim Your ProfileMaria Regeci is a financial professional with over 15 years of experience in the financial services industry. She is currently registered with Planmember Securities Corp. and has a broad range of experience providing financial planning and investment advisory services to individuals, corporations, and retirement plans. She holds multiple licenses and designations, including Series 6, 7, 63, and 66, and has a strong understanding of the financial markets and regulatory landscape. Her expertise includes retirement planning, investment management, and insurance. Maria is committed to providing her clients with personalized financial guidance and solutions that meet their individual needs and 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.
Provides investment supervisory services
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.
1
2
FL
11/29/2017 - Present
Planmember Securities Corp. (Flagler Beach FL)
CT
07/04/2007 - 10/09/2007
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
BOTH
Issued 10/18/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/27/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2014
Series 7 - General Securities Representative Examination
BC
Issued 07/03/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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