Maria GregorievCRD Number: 1205648
Current Firm: Quest Capital Strategies, Inc.
Maria Gregoriev (CRD# 1205648) is an Investment Advisor Representative working at Quest Capital Strategies, Inc. in San Rafael, CA and has over 27 years of experience in the finance industry.
Jurika, Mills & Keifer, LLC
Lowery Thomas, LLC
Polaris Greystone Financial Group, LLC
|Sat Test Proctor||San Rafael, CA||Mar 2016 - Current||1|
|Proctor For The California High School Proficiency Examination||San Rafael, CA||Nov 2015 - Current||1|
|Maria Gregoriev-state Of Va, Pa, And Ca Department Of Insurance||San Rafael, CA||Sep 2014 - Current||2|
|Act||San Rafael, CA||Apr 2014 - Current||2|
|Infinity School||San Rafael, CA||Feb 2014 - Current||3|
|Quest Capital Strategies, Inc.||Lake Forest, CA||Jun 2013 - Current||3|
|Mckeon Family Limited Partnership||San Rafael, CA||Jan 1978 - Current||39|
|Unemployed||San Rafael, CA||May 2013 - May 2013||< 1|
|Valic Financial Advisors, Inc.||Emeryville, CA||Jul 2011 - Apr 2013||1|
|Maria Gregoriev||San Rafael, CA||Jan 2010 - Jul 2011||1|
|Nylife Securities LLC||San Francisco, CA||Jul 2009 - Dec 2009||< 1|
|New York Life Insurance Company||San Francisco, CA||Jun 2009 - Dec 2009||< 1|
|Unemployed||San Rafael, CA||Jan 2009 - May 2009||< 1|
|Safeway||Novato, CA||Aug 2008 - Dec 2008||< 1|
|Unemployed||San Rafael, CA||Nov 2007 - Aug 2008||< 1|
|Bear, Stearns & Company Inc.||San Francisco, CA||Jan 1983 - Oct 2007||24|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1990|
Total Assets Under Management33MILLIONS
Total Number of Accounts190ACCOUNTS
Average Account Value$173,684
- 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
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, IA, ID, IL, IN, MA, MD, MI, NC, NH, NJ, NM, NY, OH, OR, PA, RI, SC, TX, VA, WA
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