Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mauricio? Claim Your ProfileMauricio Osorio is a financial advisor with Stifel, Nicolaus & Company, Inc. in MIAMI, FL. Mauricio has been in the financial services industry since 2010 and has a strong track record of providing exceptional service to clients. Mauricio is dedicated to helping clients achieve their financial goals and providing them with the guidance they need to make informed investment decisions.
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.
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
FL
03/03/2022 - Present
Stifel, Nicolaus & Company, Inc. (MIAMI FL)
NY
01/14/2015 - 03/18/2022
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NY
03/02/2010 - 10/08/2014
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
BC
Issued 04/05/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2010
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Mauricio Osorio is the right advisor for you? Invested Better is here to help.
