Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maria? Claim Your ProfileMaria Solanet is a financial advisor with over 20 years of experience in the industry. Maria is currently registered with Insigneo Advisory Services, LLC in Florida, Delaware, New York, Ohio, and Pennsylvania. Maria has held previous positions at Morgan Stanley, Merrill Lynch, Pierce, Fenner & Smith Incorporated, HSBC Securities (USA) Inc., and Wachovia Securities, LLC. Maria provides financial planning, portfolio management, and consulting services for individuals and businesses.
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.
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.
Consolidation of financial reports and consulting services
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.
Rebates/trailer fees
1
2
FL
03/13/2024 - Present
Insigneo Advisory Services, LLC (MIAMI FL)
FL
11/20/2015 - 02/08/2023
MORGAN STANLEY (Plantation FL)
FL
05/31/2012 - 11/24/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PLANTATION FL)
FL
06/02/2011 - 06/21/2012
MORGAN STANLEY SMITH BARNEY (PLANTATION FL)
FL
09/30/2005 - 03/28/2011
HSBC SECURITIES (USA) INC. (FORT LAUDERDALE FL)
MO
09/13/2002 - 06/28/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
BOTH
Issued 07/07/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/22/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/06/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2011
Series 7 - General Securities Representative Examination
BC
Issued 06/17/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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