Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maria luisa? Claim Your ProfileMaria Luisa Pangilinan Condol is a registered representative with Wells Fargo Clearing Services, LLC. Maria Luisa has been in the financial services industry since 2020 and has a combined state law examination certification, as well as general securities representative and securities industry essentials examinations. Maria Luisa is a registered investment advisor in Oregon, Washington, Texas and California. Maria Luisa has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Charles Schwab & Co., 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.
Guidance on pension options to ensure a secure financial future.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
WA
08/08/2024 - Present
Wells Fargo Clearing Services, LLC (VANCOUVER WA)
OR
06/17/2022 - 08/05/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PORTLAND OR)
OR
10/23/2020 - 04/08/2022
CHARLES SCHWAB & CO., INC. (Portland OR)
BOTH
Issued 12/28/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/23/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/07/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Maria luisa Condol is the right advisor for you? Invested Better is here to help.
