Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maria? Claim Your ProfileMaria Daley is an active Investment Advisor Representative with Perigon Wealth Management, LLC and has been in the industry since 1998. Maria is registered in Florida and has been with Perigon Wealth Management, LLC since April 2024. Previously, Maria has held positions at Raymond James Financial Services, Advisors, Inc., RSM US Wealth Management, LLC, and Fidelity Investments. Maria holds the Series 63, Series 65, Series 7 and the SIE licenses. Maria is a Certified Financial Planner and has experience in financial planning, pension consulting, portfolio management for businesses, and portfolio management for 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.
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.
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2
FL
05/22/2024 - Present
Perigon Wealth Management, LLC (TAMPA FL)
FL
10/02/2015 - 05/28/2019
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST PETERSBURG FL)
IL
07/23/2012 - 08/27/2015
FIDELITY BROKERAGE SERVICES LLC (CHICAGO IL)
IL
07/09/2008 - 07/13/2012
CHARLES SCHWAB & CO., INC. (CHICAGO IL)
IL
07/05/2006 - 06/17/2008
NEUBERGER BERMAN, LLC (CHICAGO IL)
NY
03/02/2005 - 07/03/2006
AT INVESTOR SERVICES, INC. (NEW YORK NY)
MA
04/27/1998 - 12/31/2000
LIBERTY FUNDS DISTRIBUTOR, INC. (BOSTON MA)
MO
03/25/1991 - 08/05/1991
BOATMEN'S INVESTMENT SERVICES, INC. (ST. LOUIS MO)
NA
07/02/1986 - 05/10/1988
BT BROKERAGE CORPORATION
NA
04/23/1985 - 07/03/1986
SELIGMAN SECURITIES, INC.
BC
Issued 09/08/2006
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/04/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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