Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sergio? Claim Your ProfileSergio Mariaca is a financial advisor at Mariaca Wealth Management, LLC in Wellington, Florida. Sergio is registered as a financial advisor in Florida and Texas and has been in the financial industry since 1998. He is a Certified Financial Planner and specializes in working with individuals and families. His experience and expertise help to provide his clients with personalized financial advice. Sergio has been with Mariaca Wealth Management, LLC since 2009. Previously, Sergio worked at Sterling Financial Investment Group, Inc., Raymond James Financial Services, Inc., LPL Financial LLC, and Purshe Kaplan Sterling Investments.
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.
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.
A percentage of the total value of assets under management is charged.
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2
FL
10/23/2012 - Present
Mariaca Wealth Management, LLC (WELLINGTON FL)
FL
08/20/2012 - 09/06/2013
PURSHE KAPLAN STERLING INVESTMENTS (LAKE WORTH FL)
FL
06/14/2007 - 08/31/2012
LPL FINANCIAL LLC (LAKE WORTH FL)
FL
10/04/2002 - 06/18/2007
RAYMOND JAMES FINANCIAL SERVICES, INC. (WEST PALM BEACH FL)
FL
08/06/1998 - 10/18/2002
STERLING FINANCIAL INVESTMENT GROUP, INC. (BOCA RATON FL)
IA
Issued 12/17/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/21/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/15/1999
Series 24 - General Securities Principal Examination
BC
Issued 08/05/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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