Unclaimed
Maria Lucia Condon is a financial advisor with Steward Partners Investment Solutions, LLC. Maria has over 20 years of experience in the financial services industry and is registered in 46 states. Maria has passed the Series 7, Series 3, Series 9, Series 10, Series 63 and SIE exams. Maria previously worked at Raymond James Financial Services, Inc., Morgan Stanley, and Citigroup Global Markets 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.
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.
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2
MA
05/27/2022 - Present
Steward Partners Investment Solutions, LLC (ANDOVER MA)
MA
11/07/2014 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (ANDOVER MA)
MA
05/22/2012 - 09/22/2014
MORGAN STANLEY (BOSTON MA)
MA
06/01/2009 - 02/09/2012
MORGAN STANLEY SMITH BARNEY (BOSTON MA)
MA
12/11/2002 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (DANVERS MA)
BC
Issued 03/13/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/11/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/26/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2011
Series 3 - National Commodity Futures Examination
BC
Issued 12/10/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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