Unclaimed
Maria Luisa Burley is a financial advisor at Vanguard Advisers, Inc. in Scottsdale, AZ. She is registered to provide investment advice in Arizona and Texas. Maria Luisa is also licensed to sell securities in Arizona. Maria Luisa has been in the financial services industry since 1988. Prior to joining Vanguard Advisers, Inc., Maria Luisa worked at PRUCO SECURITIES, LLC., PARK AVENUE SECURITIES LLC, METLIFE SECURITIES INC., and METROPOLITAN LIFE INSURANCE COMPANY. Maria Luisa specializes in providing financial planning, portfolio management for individuals, portfolio management for businesses, and portfolio management for pooled investment vehicles.
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.
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
AZ
01/13/2015 - Present
Vanguard Advisers, Inc. (SCOTTSDALE AZ)
CA
06/07/2007 - 01/07/2011
PRUCO SECURITIES, LLC. (SAN DIEGO CA)
NY
07/31/2000 - 09/28/2005
PARK AVENUE SECURITIES LLC (NEW YORK NY)
MA
02/20/1987 - 08/16/2000
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
02/20/1987 - 08/16/2000
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 06/13/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/09/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/12/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/16/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/1997
Series 7 - General Securities Representative Examination
BC
Issued 02/19/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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