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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maritza? Claim Your ProfileMaritza Rosa-maldonado is a financial advisor with Morgan Stanley. Maritza has been in the financial services industry since July 24, 2003 and has a strong track record of success. She has a wide range of experience in various financial areas including, financial planning, asset allocation advice, portfolio management for individuals and businesses, and pension consulting. Maritza is passionate about helping her clients achieve their financial goals.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
VA
05/07/2021 - Present
Morgan Stanley (Mclean VA)
CT
01/20/2021 - 03/31/2021
VOYA FINANCIAL PARTNERS, LLC (WINDSOR CT)
VA
11/09/2020 - 03/31/2021
VOYA FINANCIAL ADVISORS, INC. (Herndon VA)
VA
08/05/2015 - 08/04/2020
SPIRE SECURITIES, LLC (RESTON VA)
FL
07/16/2008 - 08/12/2015
CHARLES SCHWAB & CO., INC. (ORLANDO FL)
TX
04/14/1999 - 07/16/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 05/07/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/01/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2016
Series 24 - General Securities Principal Examination
BC
Issued 12/29/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/27/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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