Unclaimed
Maria Veronica Humphrey is a registered representative with Wealthfront Advisers LLC. Maria is a financial professional with a broad range of experience in the financial services industry, including prior roles at UNest Securities, LLC and Acorns Securities, LLC. Maria has been in the industry since 2019 and is active in both California and nationally. Maria has a strong understanding of the financial markets and is committed to providing her clients with personalized advice and investment solutions.
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.
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.
Revenue share with affiliate - bd
1
2
CA
09/11/2024 - Present
Wealthfront Advisers LLC (PALO ALTO CA)
CA
05/18/2021 - 08/30/2022
UNEST SECURITIES, LLC (North Hollywood CA)
CA
04/11/2018 - 06/02/2020
ACORNS SECURITIES, LLC (IRVINE CA)
BOTH
Issued 07/31/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/28/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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