Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maria? Claim Your ProfileMaria Teresa Casal is a financial professional with over 27 years of experience in the industry. Maria is currently registered with Fidelity Brokerage Services LLC and is licensed to provide investment advice in all 50 states. Maria holds Series 6, 7TO, and SIE licenses. Previous experience includes a role at Fidelity Investments Institutional Services Company, Inc. in Smithfield, Rhode Island.
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.
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.
1
2
NH
07/09/2024 - Present
Fidelity Brokerage Services LLC (MERRIMACK NH)
RI
10/31/1995 - 07/07/2000
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BC
Issued 08/14/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/09/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/08/2024
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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