Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maria? Claim Your ProfileMaria Leon is an Investment Advisor Representative at Pennington Partners & Co., LLC in Bethesda, MD. Maria has been in the industry for more than a year and is registered in Maryland. Maria's primary focus is providing investment advice to clients, which include high-net-worth individuals and pooled investment vehicles. Maria holds the Series 65 license.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MD
01/30/2023 - Present
Pennington Partners & CO., LLC (BETHESDA MD)
IA
Issued 01/30/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Maria Leon is the right advisor for you? Invested Better is here to help.
