Unclaimed
Maria Tychi-kefalas is a financial professional with over 30 years of experience in the industry. Maria is currently registered with Santander Securities LLC and has previously worked with firms such as Cetera Investment Services LLC, People's Securities, Inc., LPL Financial LLC, and HSBC Securities (USA) Inc. Maria specializes in providing financial planning, portfolio management for businesses and individuals, and selection of other advisors.
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.
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.
1
2
NY
08/10/2022 - Present
Santander Securities LLC (Staten Island NY)
NY
12/09/2021 - 02/28/2022
CETERA INVESTMENT SERVICES LLC (BROOKLYN NY)
NY
07/12/2018 - 12/13/2019
PEOPLE'S SECURITIES, INC. (Brooklyn NY)
NY
07/05/2016 - 08/02/2016
LPL FINANCIAL LLC (BROOKLYN NY)
NY
10/12/2012 - 09/16/2014
SANTANDER SECURITIES LLC (BROOKLYN NY)
NY
02/17/2012 - 09/19/2012
LPL FINANCIAL LLC (BROOKLYN NY)
NY
08/31/2007 - 02/06/2012
HSBC SECURITIES (USA) INC. (REGO PARK NY)
NY
04/09/2007 - 08/23/2007
METLIFE SECURITIES INC. (BROOKLYN NY)
NY
04/09/2007 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (BROOKLYN NY)
NY
01/01/2005 - 05/09/2007
HSBC SECURITIES (USA) INC. (BROOKLYN NY)
NY
06/26/2001 - 01/01/2005
HSBC BROKERAGE (USA) INC. (NEW YORK NY)
NY
06/01/1992 - 06/28/2001
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NA
01/10/1990 - 06/01/1992
CITICORP FINANCIAL SERVICES,INC.
CA
11/08/1988 - 11/30/1989
WEDBUSH MORGAN SECURITIES INC. (LOS ANGELES CA)
NA
06/15/1987 - 11/30/1989
MORGAN, OLMSTEAD, KENNEDY & GARDNER INCORPORATED
NA
10/22/1985 - 03/18/1987
MULLER AND COMPANY, INC.
IA
Issued 08/09/2022
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 03/29/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/26/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/06/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/25/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/01/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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