Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paz? Claim Your ProfilePaz Maria Chandra is a financial advisor with over 25 years of experience in the industry. Paz is currently registered with Osaic Wealth, Inc. and is also a board member of SPT INC. Paz is licensed to conduct securities, investment advisory, and insurance business in Florida and South Carolina. Paz has a strong background in financial planning, portfolio management, and pension consulting. Paz is committed to providing personalized financial advice and helping 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.
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.
A percentage of the total value of assets under management is charged.
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2
FL
11/02/2018 - Present
Osaic Wealth, Inc. (DUNEDIN FL)
FL
04/11/2017 - 11/02/2018
SIGNATOR INVESTORS, INC. (CLEARWATER FL)
FL
03/04/2008 - 05/01/2017
LPL FINANCIAL LLC (CLEARWATER FL)
FL
03/27/2007 - 03/04/2008
IFMG SECURITIES, INC. (TAMPA FL)
CA
05/24/2004 - 11/10/2005
LEGACY FINANCIAL SERVICES, INC. (PETALUMA CA)
MO
02/05/1999 - 07/07/2003
FIRST BROKERAGE AMERICA, L.L.C. (CLAYTON MO)
NY
06/19/1998 - 03/15/1999
NYLIFE SECURITIES INC. (NEW YORK NY)
WI
10/18/1993 - 04/08/1998
FIMCO SECURITIES GROUP, INC. (PORT WASHINGTON WI)
BOTH
Issued 12/23/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/15/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2009
Series 7 - General Securities Representative Examination
BC
Issued 10/15/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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