Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maria? Claim Your ProfileMaria Storozheva is a registered representative with Stifel, Nicolaus & Company, Inc. Maria has been in the industry for over 4 years. Maria is licensed in 48 states and the District of Columbia, as well as Puerto Rico. Maria previously worked at Morgan Stanley. Maria holds the Series 7TO, Series 66 and SIE licenses. Maria has a strong background in financial planning and portfolio management. Maria specializes in serving high-net-worth individuals, businesses, and other institutions.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NC
07/16/2020 - Present
Stifel, Nicolaus & Company, Inc. (CHAPEL HILL NC)
NC
04/25/2019 - 07/17/2020
MORGAN STANLEY (CHAPEL HILL NC)
BOTH
Issued 10/22/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/25/2019
Series 7TO - General Securities Representative Examination
BC
Issued 02/14/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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