Maria Montes De OcaCRD Number: 3049067
Current Firm: Ipg Investment Advisors, LLC
Maria Montes De Oca (CRD# 3049067) is an Investment Advisor Representative working at Ipg Investment Advisors, LLC in San Diego, CA and has over 5 years of experience in the finance industry.
Park Avenue Securities LLC
Nautilus Advisors LLC
Heyman Investment Counseling LLC
|Ipg Investment Advisors, LLC||San Diego, CA||Sep 2012 - Current||5|
|Investment Placement Group||San Diego, CA||Oct 2008 - Current||9|
|Eventus Group||Miami, FL||Jun 2007 - Sep 2009||2|
|Unemployed||San Diego, CA||May 2008 - Oct 2008||< 1|
|Mossy Toyota||San Diego, CA||Oct 2007 - May 2008||< 1|
|Ocean Mortgage||San Diego, CA||May 2006 - Mar 2007||< 1|
|Avis Rental Car||San Diego, CA||Dec 2002 - Aug 2006||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2012|
Total Assets Under Management939MILLIONS
Total Number of Accounts722ACCOUNTS
Average Account Value$1,300,368
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, CO, FL, MA, TX
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