Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maria? Claim Your ProfileMaria Gregoriev is a registered representative with Stonex Advisors Inc. based in Birmingham, AL. Maria has been in the securities industry since 1984. Maria has held previous positions at Quest Capital Strategies, Inc. in Laguna Hills, CA, VALIC Financial Advisors, Inc. in Emeryville, CA, NYLIFE Securities LLC in San Francisco, CA, and Bear, Stearns & Co. Inc. in San Francisco, CA. Maria is also a licensed insurance agent in VA, PA, and CA. Maria specializes in providing financial consulting services, financial planning, pension consulting, educational seminars, and portfolio management for both businesses and individuals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Financial consulting services
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
AL
12/06/2019 - Present
Stonex Advisors Inc. (BIRMINGHAM AL)
CA
06/21/2013 - 12/06/2019
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
CA
07/25/2011 - 04/18/2013
VALIC FINANCIAL ADVISORS, INC. (EMERYVILLE CA)
CA
07/17/2009 - 12/17/2009
NYLIFE SECURITIES LLC (SAN FRANCISCO CA)
CA
01/25/1984 - 11/12/2007
BEAR, STEARNS & CO. INC. (SAN FRANCISCO CA)
BC
Issued 01/23/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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