Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mauriel? Claim Your ProfileMauriel Vega is a financial advisor with over 10 years of experience in the financial services industry. Mauriel is currently registered with Cambridge Investment Research Advisors, Inc. in Connecticut. Mauriel has also been registered with LPL Financial LLC and TIAA-CREF Individual & Institutional Services, LLC in the past. Mauriel offers a wide range of financial services, including financial planning, portfolio management, and insurance.
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.
Solicitation fees from 3rd party money managers
1
2
CT
09/21/2021 - Present
Cambridge Investment Research Advisors, Inc. (Woodbridge CT)
CT
04/16/2013 - 02/17/2015
CAMBRIDGE INVESTMENT RESEARCH, INC. (WOODBRIDGE CT)
CT
07/02/2012 - 04/25/2013
LPL FINANCIAL LLC (WOODBRIDGE CT)
CT
06/23/2010 - 07/03/2012
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (HAMDEN CT)
BOTH
Issued 12/02/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/22/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Mauriel Vega is the right advisor for you? Invested Better is here to help.
