Unclaimed
Maria Aguero is a financial professional with over 30 years of experience in the industry. Maria is currently registered with M Holdings Securities, Inc. in Coral Gables, FL. Maria has a diverse background having held previous positions with FFP Securities, Inc., Signator Investors, Inc., AXA Advisors, LLC, and The Equitable Life Assurance Society of the United States. Maria is licensed to offer investment advice in California, Florida, and Utah.
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.
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
10/27/2005 - Present
M Holdings Securities, Inc. (CORAL GABLES FL)
MO
08/31/2005 - 10/11/2005
FFP SECURITIES, INC. (CHESTERFIELD MO)
MA
06/01/2004 - 08/02/2005
SIGNATOR INVESTORS, INC. (BOSTON MA)
NY
05/16/1991 - 05/13/2004
AXA ADVISORS, LLC (NEW YORK NY)
NY
05/16/1991 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NA
11/11/1982 - 10/26/1984
FIRST EQUITY CORPORATION OF FLORIDA
BC
Issued 02/16/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/10/1982
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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