Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maria? Claim Your ProfileMaria Abrams is an investment advisor representative with Fidelity Personal And Workplace Advisors. Maria has been in the industry since 2013. She holds the Series 6, 7, 63 and 66 licenses as well as the SIE exam. Maria was previously registered with JANNEY MONTGOMERY SCOTT LLC, LINCOLN FINANCIAL ADVISORS CORPORATION, WELLS FARGO CLEARING SERVICES, LLC, LPL FINANCIAL LLC and UNIONBANC INVESTMENT SERVICES, LLC. Maria is registered in 53 states and the District of Columbia.
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.
1
2
VA
03/16/2022 - Present
Fidelity Personal AND Workplace Advisors (MECHANICSVILLE VA)
VA
01/06/2020 - 01/10/2022
JANNEY MONTGOMERY SCOTT LLC (RICHMOND VA)
VA
02/06/2019 - 12/19/2019
LINCOLN FINANCIAL ADVISORS CORPORATION (GLEN ALLEN VA)
VA
10/12/2015 - 02/14/2019
WELLS FARGO CLEARING SERVICES, LLC (RICHMOND VA)
CA
01/06/2015 - 06/29/2015
LPL FINANCIAL LLC (NOVATO CA)
CA
10/02/2012 - 10/01/2014
UNIONBANC INVESTMENT SERVICES, LLC (KENTFIELD CA)
BOTH
Issued 12/31/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/22/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2015
Series 7 - General Securities Representative Examination
BC
Issued 10/01/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Maria Abrams is the right advisor for you? Invested Better is here to help.
