Maria Gregoriev (CRD# 1205648) is an Investment Advisor Representative working at Stonex Advisors Inc. in Birmingham, AL and has over 34 years of experience in the finance industry.
CRD# 2842337
Nbc Securities, Inc.
CRD# 6641051
Rfg Advisory, LLC
CRD# 6186795
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Stonex Securities Inc. | San Rafael, CA | Dec 2019 - Current | 4 |
| Stonex Advisors Inc. | San Rafael, CA | Dec 2019 - Current | 4 |
| Sat Test Proctor | San Rafael, CA | Mar 2016 - Current | 8 |
| Proctor For The California High School Proficiency Examination | San Rafael, CA | Nov 2015 - Current | 8 |
| Maria Gregoriev-state Of Va, Pa, And Ca Department Of Insurance | San Rafael, CA | Sep 2014 - Current | 9 |
| Act | San Rafael, CA | Apr 2014 - Current | 10 |
| Infinity School | San Rafael, CA | Feb 2014 - Current | 10 |
| Mckeon Family Limited Partnership | San Rafael, CA | Jan 1978 - Current | 46 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1990 |
- CA
-
Total Assets Under Management3,316MILLIONS
-
Total Number of Accounts14,019ACCOUNTS
-
Average Account Value$236,519
- 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
- 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
- Other
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, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.