Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maria? Claim Your ProfileMaria Ojeda partida is a registered investment advisor representative at Ameriprise Financial Services, LLC. Maria has been in the financial services industry since July 2011. Maria holds the Series 7TO, Series 66, and SIE licenses. Maria has a professional background in asset allocation services and is qualified to provide financial planning, pension consulting, educational seminars, and portfolio management services for individuals and businesses. Maria also provides advisory services to charitable organizations, high-net-worth individuals, and pension and profit-sharing plans. Maria is registered to provide advisory services in California.
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.
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.
Asset allocation 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.
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CA
10/31/2023 - Present
Ameriprise Financial Services, LLC (CHINO HILLS CA)
BOTH
Issued 10/30/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/24/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/24/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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