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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maro? Claim Your ProfileMaro Paz is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. with over 20 years of experience in the financial services industry. Based in Bend, Oregon, Maro focuses on helping clients with their individual and business financial needs. Maro is a licensed investment advisor representative and holds multiple professional licenses, including Series 7, Series 10, Series 31, and Series 52. In addition to providing investment management services, Maro also offers a variety of financial planning services and can refer clients to Comerica Trust Services for trust 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
OR
10/16/2019 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BEND OR)
OR
02/03/2011 - 09/27/2019
CUSO FINANCIAL SERVICES, L.P. (BEND OR)
OR
05/24/2010 - 02/02/2011
WORKMAN SECURITIES CORPORATION (BEND OR)
OR
01/04/2002 - 05/26/2010
LPL FINANCIAL CORPORATION (BEND OR)
MI
10/31/1997 - 01/16/2002
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 01/19/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/07/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/28/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/24/2024
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/31/1997
Series 7 - General Securities Representative Examination
BC
Issued 10/30/1997
Series 52 - Municipal Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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