Unclaimed
Maria Teresa Aronoff is a financial advisor with City National Rochdale. Maria Teresa has been working in the financial industry since 2000. Maria Teresa is registered with FINRA, the State of California, and 6 other states. Maria Teresa specializes in providing investment advice to individuals, businesses, investment companies, and pooled investment vehicles. Maria Teresa is a licensed securities representative with Series 7 and 66 licenses.
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.
Strategic management for diversified investment portfolios.
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.
1
2
NY
05/08/2023 - Present
City National Rochdale (NEW YORK NY)
CA
01/14/2021 - 12/31/2022
PORTSMOUTH FINANCIAL SERVICES (SAN FRANCISCO CA)
CA
05/24/2016 - 08/27/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MILL VALLEY CA)
ME
10/04/2001 - 05/07/2004
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
AZ
10/17/2000 - 10/04/2001
FIRST FUND DISTRIBUTORS, INC. (PHOENIX AZ)
CA
04/22/1998 - 10/12/1999
HAMBRECHT & QUIST LLC (SAN FRANCISCO CA)
CA
01/22/1998 - 03/18/1998
THE HERITAGE GROUP, INC. (SAN FRANCISCO CA)
BOTH
Issued 06/30/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/04/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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