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 Tuso is a financial advisor who is licensed to operate in Florida, Georgia and Colorado. Maria Teresa is affiliated with Wells Fargo Clearing Services, LLC. Maria Teresa has been in the financial services industry for over 10 years. Previous to joining Wells Fargo, Maria Teresa was affiliated with J.P. Morgan Securities LLC and Chase Investment Services Corp.
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.
1
2
FL
06/07/2021 - Present
Wells Fargo Clearing Services, LLC (ALTAMONTE SPRINGS FL)
FL
04/17/2014 - 10/30/2015
J.P. MORGAN SECURITIES LLC (LAKE MARY FL)
FL
02/15/2011 - 05/01/2012
CHASE INVESTMENT SERVICES CORP. (ALTAMONTE SPRINGS FL)
BOTH
Issued 11/30/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/17/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2017
Series 7 - General Securities Representative Examination
BC
Issued 02/14/2011
Series 6 - Investment Company Products/Variable Contracts 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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