Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maria? Claim Your ProfileMaria Solis is an investment advisor representative with U.S. Bancorp Investments, Inc. in Olympia, Washington. Maria is a Series 63, Series 6TO and SIE licensed professional and has been in the industry for over 3 years. Maria specializes in providing financial planning, portfolio management, and publication of periodicals.
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.
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.
12b-1,networking&shareholder serv,product partner arrangements
1
2
WA
03/12/2020 - Present
U.s. Bancorp Investments, Inc. (Olympia WA)
BC
Issued 06/19/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/12/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/21/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Maria Solis is the right advisor for you? Invested Better is here to help.
