Maria BarrientosCRD Number: 5140591
Current Firm: Morgan Stanley
Maria Barrientos (CRD# 5140591) is an Investment Advisor Representative working at Morgan Stanley in Houston, TX and has over 2 years of experience in the finance industry.
The Goff Financial Group
Avidian Wealth Solutions, LLC
Nxt:gen Financial Planning
|Morgan Stanley||Houston, TX||Sep 2021 - Current||1|
|Oppenheimer & Company Inc.||Houston, TX||Aug 2019 - Sep 2021||2|
|Bcfs Health And Human Services||Hill Country Village, TX||Aug 2018 - Jul 2019||< 1|
|Texas Department Of Family And Protective Services||Houston, TX||Dec 2017 - Sep 2018||< 1|
|Scheiron Transportation Inc.||Houston, TX||May 2014 - Dec 2017||3|
|University Of Houston-downtown||Houston, TX||May 2014 - May 2016||2|
|Morgan Stanley||Houston, TX||Nov 2012 - May 2014||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2020|
Total Assets Under Management1,311,935MILLIONS
Total Number of Accounts2,129,899ACCOUNTS
Average Account Value$615,961
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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