Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maritza? Claim Your ProfileMaritza Maldonado is a financial professional with over 16 years of experience in the financial services industry. Maritza has a Series 7, Series 63 and SIE license and currently holds a Series 99TO as well. Maritza is currently registered with J.P. Morgan Securities LLC. Previously, Maritza was employed by Citigroup Global Markets Inc. Maritza’s clients include high net worth individuals, corporations, charitable organizations, pension and profit sharing plans and insurance companies. Maritza's advisory services include financial planning, selection of other advisors, portfolio management for individuals, portfolio management for businesses, and pension consulting.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
05/26/2016 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
02/28/2007 - 05/19/2016
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BC
Issued 01/12/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2007
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
Nasdaq BX, Inc.
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
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