Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maria? Claim Your ProfileMaria Vallejo is a financial professional with over 17 years of experience in the financial services industry. Maria is currently registered with Advisors Asset Management, Inc. and is licensed in Florida. Maria has previously worked at AMERIPRISE FINANCIAL SERVICES, LLC and CITIGROUP GLOBAL MARKETS INC. Maria specializes in providing financial advice to individuals, businesses, and investment companies.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Supervisor/evaluator to unit investment trusts
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.
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2
FL
05/24/2024 - Present
Advisors Asset Management, Inc. (Boca Raton FL)
FL
02/15/2023 - 03/13/2024
AMERIPRISE FINANCIAL SERVICES, LLC (Boca Raton FL)
FL
05/29/2007 - 05/18/2022
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
FL
01/20/2006 - 05/29/2007
CITICORP INVESTMENT SERVICES (MIAMI FL)
BOTH
Issued 04/21/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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