Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maria? Claim Your ProfileMaria R. Garza is a registered investment advisor representative. Maria is currently associated with Portfolio Medics, LLC and Wealth Watch Advisors, Inc. . Maria has been in the industry for over 15 years and holds a Series 65 license. Maria is also the owner of Platinum Tax Advisory, where she provides tax preparation services. Maria's firm specializes in providing financial planning, portfolio management, and pension consulting services.
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.
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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TX
10/01/2024 - Present
Portfolio Medics, LLC (Belton TX)
IA
Issued 07/01/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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