ADVISOR BIO

Maria Isabel Rios is a registered representative with Citigroup Global Markets Inc., and is licensed to provide investment advisory services. Maria Isabel has been in the industry for over 20 years and has earned the Series 66, Series 7TO, and SIE exams. Maria Isabel provides asset allocation advice, financial planning, pension consulting, and portfolio management for individuals and businesses.

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ADVISOR BIO

Maria Leon-mills is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Maria has been in the industry since 2015 and holds the Series 66, Series 7, and SIE licenses. Maria has experience working with Morgan Stanley and Mercantil Commercebank Investment Services.

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ADVISOR BIO

Maria Cristina Cure is a registered investment advisor with Citigroup Global Markets Inc. Maria has been in the industry since 2006 and holds a variety of licenses including Series 7, Series 31, and Series 63. Previously, Maria was employed by HSBC Securities (USA) Inc. and Citigroup Global Markets Inc. Maria's specializations include Asset Allocation Advice, Financial Planning, Pension Consulting, Publication of Periodicals, Selection of Other Advisers, Portfolio Management for Businesses, and Portfolio Management for Individuals.

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ADVISOR BIO

Maria Teresa Oliva is a financial advisor with over 40 years of experience in the financial industry. Maria has held various roles at different firms, including Wells Fargo Advisors, LLC, Prudential Securities Incorporated, Thomson McKinnon Securities Inc., Shearson/American Express Inc., and Alan Bush Brokerage Co. Maria is currently registered with Morgan Stanley and holds Series 7, Series 63, and Series 65 licenses. Maria specializes in portfolio management for individuals, businesses, and investment companies. Maria provides financial planning, pension consulting, educational seminars, and selection of other advisors.

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ADVISOR BIO

Maria Soria is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Maria has been in the industry since 2014 and is currently registered in 29 states and the District of Columbia, including Florida and Texas. Maria offers investment advice to individuals, businesses, charitable organizations, and pension plans. Maria is also a registered investment advisor, meaning she can provide financial advice in addition to brokerage services. Maria's areas of specialization include portfolio management, financial planning, and investment advice.

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ADVISOR BIO

Maria Beatriz Valdivieso is a registered investment advisor representative with Citigroup Global Markets Inc. Maria is a securities professional with over 14 years of experience in the financial services industry. Maria has been registered with Citigroup Global Markets Inc. since May 2018, and prior to that, was registered with HSBC SECURITIES (USA) INC. and UBS INTERNATIONAL INC. Maria holds the Series 7, Series 63, and Series 65 licenses. Maria specializes in providing financial planning and investment advice to high-net-worth individuals, corporations, and other businesses. Maria also provides advisory services to charitable organizations and pension and profit-sharing plans.

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ADVISOR BIO

Maria Christina Killion is a registered representative with J.P. Morgan Securities LLC. Maria has been in the industry since 2018. She is registered to provide investment advice and services in Florida and Texas. Maria has a Series 66, Series 7 and SIE licenses and has been active with MORGAN STANLEY and FRANK FRANKLIN TEMPLETON INVESTMENTS VIA KFORCE STAFFING in the past. Maria specializes in Portfolio Management for Individuals and Businesses, and Financial Planning, Pension Consulting, and Selection of Other Advisers.

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ADVISOR BIO

Maria Wied-mooradian is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. since June 2012. Previously, Maria worked for METLIFE SECURITIES INC., NYLIFE SECURITIES LLC and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Maria has been in the industry since September 2006. Maria holds Series 6, 7, 63, and 66 licenses, as well as the SIE exam. She is registered in 53 states and 2 territories, including Florida, Texas, Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

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ADVISOR BIO

Maria Daley is an active Investment Advisor Representative with Perigon Wealth Management, LLC and has been in the industry since 1998. Maria is registered in Florida and has been with Perigon Wealth Management, LLC since April 2024. Previously, Maria has held positions at Raymond James Financial Services, Advisors, Inc., RSM US Wealth Management, LLC, and Fidelity Investments. Maria holds the Series 63, Series 65, Series 7 and the SIE licenses. Maria is a Certified Financial Planner and has experience in financial planning, pension consulting, portfolio management for businesses, and portfolio management for individuals.

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ADVISOR BIO

Maria Chiang is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc., based in Perrine, FL. Maria has been in the financial services industry since 2019 and is active in both securities and investment advisory activities. She is licensed to provide investment advice in Florida and Texas. Maria is a Series 66, 7TO, and SIE exam holder and has experience working with a variety of clients, including individuals, corporations, and pension plans.

SPECIALIZATIONS