Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maria? Claim Your ProfileMaria Lipinski is a financial advisor at Fidelity Personal And Workplace Advisors. Maria has been in the industry since 2009. Maria specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors. Maria is licensed to conduct business in all 50 states and the District of Columbia. Maria has a Series 6, 7, and 66 license and a SIE certification. Maria is a member of FINRA and the Securities Investor Protection Corporation (SIPC). Maria has held previous positions at TRANSAMERICA FINANCIAL ADVISORS, INC, MORGAN STANLEY, J.P. MORGAN SECURITIES LLC, CHASE INVESTMENT SERVICES CORP, and WAMU INVESTMENTS, INC.
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.
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
NY
02/01/2023 - Present
Fidelity Personal AND Workplace Advisors (EAST ISLIP NY)
NY
08/31/2019 - 06/25/2020
TRANSAMERICA FINANCIAL ADVISORS, INC (Syosset NY)
NY
09/12/2017 - 11/06/2018
MORGAN STANLEY (JERICHO NY)
NY
10/01/2012 - 12/21/2015
J.P. MORGAN SECURITIES LLC (ISLIP NY)
NY
05/02/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (COMMACK NY)
NY
12/16/2004 - 05/02/2009
WAMU INVESTMENTS, INC. (COPIAGUE NY)
BOTH
Issued 08/10/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/19/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2017
Series 7 - General Securities Representative Examination
BC
Issued 12/15/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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