Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maria? Claim Your ProfileMaria Lucido mustard has been in the financial services industry for over 20 years and is currently a Registered Representative with Benjamin F. Edwards & Company, Inc.. Maria has a wealth of experience working with high-net-worth individuals, corporations, and retirement plans. Previous roles include positions with UBS Financial Services Inc., Wells Fargo Advisors, LLC, and A. G. Edwards & Sons, Inc. Maria is committed to helping clients reach their financial goals by offering a variety of services including financial planning, pension consulting, and portfolio management.
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.
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
MO
06/13/2014 - Present
Benjamin F. Edwards & Company, Inc. (ST. LOUIS MO)
CO
12/19/2008 - 06/17/2014
WELLS FARGO ADVISORS, LLC (LAKEWOOD CO)
CO
08/15/2008 - 12/26/2008
UBS FINANCIAL SERVICES INC. (LITTLETON CO)
CO
01/01/2008 - 08/05/2008
WACHOVIA SECURITIES, LLC (GREENWOOD VILLAGE CO)
CO
06/27/2006 - 01/03/2008
A. G. EDWARDS & SONS, INC. (GREENWOOD VILLAGE CO)
CO
01/10/2006 - 06/23/2006
CUE FINANCIAL GROUP, INC. (DENVER CO)
OH
02/26/2004 - 10/14/2005
VICTORY CAPITAL ADVISERS, INC. (BROOKLYN OH)
BOTH
Issued 10/19/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/25/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/23/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/31/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2004
Series 7 - General Securities Representative Examination
BC
Issued 02/25/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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