Maria Livadary (CRD# 5179231) is an Investment Advisor Representative working at Mana Financial Life Design in Glendale, CA and has over 17 years of experience in the finance industry. Maria Livadary has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1234546
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1604730
Lytle Investments
CRD# 6254146
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mana Financial Life Design, LLC | Marina Del Rey, CA | Jul 2018 - Current | 5 |
| Mana Management Partners D.b.a. Mana Money School | Marina Del Rey, CA | Jul 2018 - Current | 5 |
| Russell Investments | Tacoma, WA | Apr 2008 - Jul 2018 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2006 |
- CA
- NY
- TX
-
Total Assets Under Management55MILLIONS
-
Total Number of Accounts398ACCOUNTS
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Average Account Value$137,068
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
CA, NY, TX
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