Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maria? Claim Your ProfileMaria Sanchez is a financial advisor with over 13 years of experience in the financial services industry. Maria has held positions at several prominent firms, including J.P. Morgan Securities LLC, Merrill Lynch, and Truist Investment Services. Maria specializes in financial planning, portfolio management for individuals and businesses, and educational seminars. Maria is currently registered with Fidelity Personal and Workplace Advisors in Florida and Texas.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
FL
07/11/2022 - Present
Fidelity Personal AND Workplace Advisors (BOCA RATON FL)
FL
07/31/2018 - 05/05/2022
TRUIST INVESTMENT SERVICES, INC. (CORAL GABLES FL)
FL
08/08/2016 - 06/05/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOCA RATON FL)
FL
10/01/2012 - 10/07/2015
J.P. MORGAN SECURITIES LLC (WESTON FL)
IL
07/10/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
NY
05/14/2007 - 01/09/2009
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
FL
03/03/2006 - 05/08/2007
UBS INTERNATIONAL INC. (BOCA RATON FL)
NY
09/10/2004 - 10/11/2005
LEHMAN BROTHERS INC. (NEW YORK NY)
BOTH
Issued 12/20/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/17/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2016
Series 7 - General Securities Representative Examination
BC
Issued 07/09/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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