Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maria? Claim Your ProfileMaria Ximena Guevara fajardo is a financial advisor with over 20 years of experience in the financial services industry. Maria is currently registered with Insigneo Advisory Services, LLC and has previously worked with Morgan Stanley, UBS Financial Services Inc., Citigroup Global Markets Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Maria holds the Series 7 and Series 66 licenses. Maria specializes in providing portfolio management services for individuals and businesses. Maria also provides financial planning and consulting services.
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.
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.
Consolidation of financial reports and consulting services
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.
Rebates/trailer fees
1
2
FL
04/10/2023 - Present
Insigneo Advisory Services, LLC (MIAMI FL)
FL
12/06/2019 - 02/27/2023
MORGAN STANLEY (Aventura FL)
FL
05/09/2012 - 12/19/2019
UBS FINANCIAL SERVICES INC. (CORAL GABLES FL)
FL
05/29/2007 - 05/24/2012
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
FL
01/09/2003 - 05/29/2007
CITICORP INVESTMENT SERVICES (MIAMI FL)
NY
10/02/2000 - 05/23/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 07/03/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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