Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maria? Claim Your ProfileMaria Heredia is a financial advisor at Edward Jones. Maria has been in the financial services industry since 1998. Maria holds Series 7, 63, and 65 securities licenses. Maria is registered with the state of Florida as an Investment Advisor Representative. Maria is also registered as a Broker-Dealer Representative in Florida and Texas. Maria is also registered in 23 other states as a Broker-Dealer Representative. Maria is licensed to provide financial advice to individuals, corporations, partnerships, trusts, and investment companies. Maria is also licensed to provide financial planning services, including retirement planning, college savings planning, and estate planning. Maria has a history of working with clients who are individuals, high-net-worth individuals, corporations, and small businesses. Maria has experience in working with clients who have a need for investment management services. Maria also has experience in working with clients who have a need for financial planning services. Maria has a strong track record of success in helping clients reach their financial goals.
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.
See schedule d - miscellaneous
1
2
FL
12/06/2018 - Present
Edward Jones (WINTER SPRINGS FL)
FL
10/10/2003 - 12/14/2004
GUNNALLEN FINANCIAL, INC (TAMPA FL)
NY
07/09/2003 - 11/10/2003
QUICK & REILLY, INC. (NEW YORK NY)
NJ
12/08/2000 - 07/03/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
03/19/1997 - 12/14/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 04/11/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/31/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Maria Heredia is the right advisor for you? Invested Better is here to help.
