Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maria? Claim Your ProfileMaria Leslie Pribram is a financial advisor with over 20 years of experience in the financial industry. Maria is currently registered as an Investment Advisor Representative with Fisher Investments, a firm specializing in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Maria is also registered in Texas and Washington. Previously, Maria worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Credit Suisse Securities (USA) LLC, Morgan Stanley Smith Barney, Mischler Financial Group, Inc., UBS Financial Services Inc., Hambrecht & Quist LLC, Prudential Securities Incorporated, and PaineWebber Incorporated.
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.
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.
Portfolio assessment
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.
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.
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TX
01/07/2022 - Present
Fisher Investments (PLANO TX)
CA
06/05/2020 - 09/02/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEWPORT BEACH CA)
CA
10/16/2013 - 10/02/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEWPORT BEACH CA)
CA
07/12/2012 - 10/22/2013
CREDIT SUISSE SECURITIES (USA) LLC (SAN DIEGO CA)
CA
10/07/2010 - 08/08/2012
MORGAN STANLEY SMITH BARNEY (MONARCH BEACH CA)
CA
06/26/2008 - 08/24/2010
MISCHLER FINANCIAL GROUP, INC. (CORONA DEL MAR CA)
CA
11/02/2000 - 03/20/2008
UBS FINANCIAL SERVICES INC. (NEWPORT BEACH CA)
CA
06/24/1997 - 05/14/1999
HAMBRECHT & QUIST LLC (SAN FRANCISCO CA)
NY
04/13/1995 - 06/27/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
11/02/1993 - 04/25/1995
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
02/24/1993 - 10/20/1993
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
IA
Issued 12/30/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/08/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/23/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/1997
Series 3 - National Commodity Futures Examination
BC
Issued 02/22/1993
Series 7 - General Securities Representative Examination
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Inactive
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