Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maritza? Claim Your ProfileMaritza Chow Young is an investment advisor representative at Simon Quick Advisors, LLC. Maritza has been in the industry since June 2011 and has been registered with the state of New York since March 2023. Maritza is a Series 65 licensed advisor and has experience working with high-net-worth individuals, corporations, charitable organizations, pooled investment vehicles, pension and profit sharing plans, and insurance companies. Maritza's firm, Simon Quick Advisors, LLC, provides financial planning, portfolio management, and selection of other advisors 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.
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.
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.
Third party managed asset program
1
2
NY
03/20/2023 - Present
Simon Quick Advisors, LLC (New York NY)
IA
Issued 05/16/2002
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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