Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maria? Claim Your ProfileMaria De los reyes is a registered representative with Wells Fargo Advisors Financial Network, LLC in Chatham, New Jersey. Maria has been in the industry since 2007 and has experience with Wells Fargo Advisors, LLC, UBS Financial Services Inc., LPL Financial LLC, Morgan Stanley Smith Barney and Citigroup Global Markets Inc. Maria holds Series 66, Series 7, and SIE licenses. Maria provides financial planning, portfolio management for individuals, and investment consulting services to institutional clients.
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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NJ
01/29/2024 - Present
Wells Fargo Advisors Financial Network, LLC (CHATHAM NJ)
NY
03/08/2021 - 11/27/2023
WELLS FARGO CLEARING SERVICES, LLC (NEW YORK NY)
NY
05/30/2017 - 12/07/2020
WELLS FARGO CLEARING SERVICES, LLC (NEW YORK NY)
NY
02/09/2016 - 05/31/2017
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
07/12/2011 - 01/22/2016
WELLS FARGO ADVISORS, LLC (NEW YORK NY)
NJ
02/18/2011 - 07/19/2011
LPL FINANCIAL LLC (FLORHAM PARK NJ)
NJ
06/01/2009 - 02/28/2011
MORGAN STANLEY SMITH BARNEY (SHORT HILLS NJ)
NJ
05/02/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SHORT HILLS NJ)
BOTH
Issued 12/22/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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