Maria LiciniCRD Number: 6133666
Current Firm: Steward Partners Investment Advisory, LLC
Maria Licini (CRD# 6133666) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Rochelle Park, NJ and has over 5 years of experience in the finance industry.
Legacy Care Wealth, LLC
Financial Life Focus, LLC
Park Avenue Securities LLC
|Raymond James Financial Services Inc.||Paramus, NJ||Nov 2017 - Current||4|
|Steward Partners Investment Advisory, LLC||Paramus, NJ||Nov 2017 - Current||4|
|Steward Partners Global Advisory, LLC||Rochelle Park, NJ||Nov 2017 - Jun 2019||1|
|Wells Fargo Clearing Services, LLC||Paramus, NJ||Nov 2016 - Nov 2017||1|
|Wells Fargo Advisors, LLC||Paramus, NJ||Mar 2014 - Nov 2016||2|
|Merrill Lynch||Glen Rock, NJ||Oct 2012 - Feb 2014||1|
|Theranorth Services||Iselin, NJ||Nov 2009 - Nov 2012||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2016|
|S66||NASAA Uniform Combined State Law Examination||Jun 2017|
Total Assets Under Management9,824MILLIONS
Total Number of Accounts19,483ACCOUNTS
Average Account Value$504,240
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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