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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maria? Claim Your ProfileMaria Suzanne Chapman is a financial advisor with over 26 years of experience in the industry. She has been registered with Wells Fargo Clearing Services, LLC since 2007 and previously worked with Canterbury Consulting Incorporated from 1996 to 2007. Maria holds the Series 7, Series 63, and SIE licenses, and has extensive experience providing investment consulting services to institutional clients. Maria is dedicated to helping her clients achieve their financial goals through personalized investment strategies and comprehensive financial planning.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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
CA
10/17/2007 - Present
Wells Fargo Clearing Services, LLC (IRVINE CA)
CA
09/23/1996 - 10/12/2007
CANTERBURY CONSULTING INCORPORATED (NEWPORT BEACH CA)
BC
Issued 09/18/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/1996
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe 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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