Unclaimed
Maria Magdalena Fessler is a financial advisor with over 20 years of experience in the industry. Maria has worked with a number of firms including Wells Fargo Advisors, LLC, MetLife Securities Inc, and MassMutual Life Insurance Company. Maria is currently registered with Missionsquare Retirement, a firm with over 6 billion dollars in regulatory assets under management. Maria is licensed in Michigan, Minnesota, North Dakota, Ohio, South Dakota and Wisconsin and specializes in providing financial advice to both individuals and businesses.
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.
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.
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2
DC
12/23/2020 - Present
Missionsquare Retirement (WASHINGTON DC)
IN
05/29/2019 - 12/07/2020
MML INVESTORS SERVICES, LLC (Indianapolis IN)
MA
03/25/2017 - 05/08/2018
MML INVESTORS SERVICES, LLC (SPRINGFIELD MA)
MA
05/27/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SPRINGFIELD MA)
NC
01/08/2009 - 04/07/2015
WELLS FARGO ADVISORS, LLC (CHARLOTTE NC)
MA
11/16/2007 - 09/19/2008
OLD MUTUAL INVESTMENT PARTNERS (BOSTON MA)
NC
01/08/2004 - 06/06/2007
EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)
ME
10/03/2000 - 12/01/2003
BISYS FUND SERVICES LIMITED PARTNERSHIP (PORTLAND ME)
NY
09/17/1996 - 03/06/2000
NYLIFE SECURITIES INC. (NEW YORK NY)
OH
04/01/1996 - 08/21/1996
CARILLON INVESTMENTS, INC. (CINCINNATI OH)
CT
10/15/1993 - 04/28/1994
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
CT
09/29/1993 - 10/15/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
NA
06/09/1992 - 05/28/1993
FINANCIAL HORIZONS DISCOUNT BROKERAGE, INC.
NA
03/16/1992 - 05/22/1992
J. W. GANT & ASSOCIATES, INC.
BOTH
Issued 05/29/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/14/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/08/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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