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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maria? Claim Your ProfileMaria Luna Mora velasquez is a registered Investment Advisor Representative with Waverly Advisors, LLC. Maria has been in the industry for 4 years and is actively registered in Alabama. Maria obtained her Series 65 license in August 2024. Maria specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, charitable organizations, and 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.
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.
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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AL
08/28/2024 - Present
Waverly Advisors, LLC (BIRMINGHAM AL)
IA
Issued 08/27/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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