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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maribel? Claim Your ProfileMaribel Cobian is a financial advisor at Wells Fargo Clearing Services, LLC. Maribel is a registered representative and investment advisor representative with the firm. She is also registered to provide investment advice in California and Texas. Maribel has been in the industry since November 2000. Prior to joining Wells Fargo, she was a financial advisor at Morgan Stanley, Citigroup Global Markets Inc., and UBS Financial Services Inc. Maribel holds the Series 7, Series 9, Series 10, Series 63, and Series 65 licenses. She is also a graduate of the Securities Industry Essentials (SIE) exam. Maribel has a special interest in helping clients with their investment needs. She is committed to providing her clients with personalized advice and guidance.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
11/21/2013 - Present
Wells Fargo Clearing Services, LLC (WOODLAND HILLS CA)
CA
06/01/2009 - 12/02/2013
MORGAN STANLEY (SHERMAN OAKS CA)
CA
06/04/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SHERMAN OAKS CA)
CA
11/14/2000 - 06/04/2007
UBS FINANCIAL SERVICES INC. (CENTURY CITY CA)
IA
Issued 12/03/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/03/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/28/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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