Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maria? Claim Your ProfileMaria T Herrera rodriguez has been active in the financial industry since 1995. Maria T Herrera rodriguez is currently a registered representative with Popular Securities, LLC. Maria T Herrera rodriguez has also worked for Marketing One Securities, Inc. and has specialized in various areas, including Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Pooled Investment Vehicles, Pension Consulting, Educational Seminars, and Selection of Other Advisers.
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.
A percentage of the total value of assets under management is charged.
12b-1 fees in money market product and referral fees
1
2
PR
05/21/1997 - Present
Popular Securities, LLC (SAN JUAN PR)
OR
02/24/1995 - 05/21/1997
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
BOTH
Issued 12/05/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/13/2000
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/21/1999
Series 4 - Registered Options Principal Examination
BC
Issued 09/19/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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