Unclaimed
Maria Zoubroulis is a registered investment advisor representative with Truist Advisory Services, Inc. Maria has been in the securities industry since 2015. She is registered with the state of Virginia and has a Series 66, Series 7TO and SIE. Maria provides financial planning, portfolio management for individuals and businesses, and selection of other advisers.
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.
Wrap fee product and financial profiling services using desktop software
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.
1
2
VA
01/23/2023 - Present
Truist Advisory Services, Inc. (RESTON VA)
BOTH
Issued 12/30/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/07/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/18/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Maria Zoubroulis is the right advisor for you? Invested Better is here to help.