Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maria? Claim Your ProfileMaria Lunik is an investment professional with experience in the financial services industry. Maria currently holds licenses to operate in California and New York, and is registered with J.p. Morgan Securities LLC. Maria is a registered representative with FINRA and a licensed agent with the states of California and New York. Maria has experience in Investment Banking and has passed exams that allow her to provide investment advice and services to individuals, corporations, and other entities. Maria's specializations include securities, options, mutual funds, variable annuities, and fixed annuities.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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CA
08/09/2023 - Present
J.p. Morgan Securities LLC (SAN FRANCISCO CA)
BC
Issued 08/04/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/09/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 05/30/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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