Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maria? Claim Your ProfileMaria Pagan is a financial advisor with Fidelity Personal And Workplace Advisors. Maria has been working in the financial industry for over 20 years, with extensive experience in providing financial planning, portfolio management, and investment advisory services. Maria holds a series of licenses and certifications, including Series 63, 65, 66, 7 and 9. Maria is registered to provide investment advisory services in Florida and Texas. Maria specializes in providing financial advice to individuals and families, businesses, high-net-worth individuals, and retirement plans.
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.
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.
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.
1
2
FL
04/08/2024 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
RI
01/17/2001 - 12/13/2004
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 03/26/2024
Series 66 - Uniform Combined State Law Examination
IA
Issued 03/03/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/14/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/20/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Maria Pagan is the right advisor for you? Invested Better is here to help.
