Maria Kersey (CRD# 2030419) is an Investment Advisor Representative working at Missionsquare Retirement in Sterling, VA and has over 29 years of experience in the finance industry. Maria Kersey 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# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Missionsquare Investment Services | Washington, DC | Sep 2022 - Current | 1 |
Missionsquare Retirement | Washington, DC | Sep 2022 - Current | 1 |
L'oreal In Macy's Department Store | Sterling, VA | Nov 2009 - Current | 14 |
Massmutual Life Insurance Co | Sterling, VA | Apr 2021 - Sep 2022 | 1 |
Mml Investors Services, LLC | Sterling, VA | Apr 2021 - Sep 2022 | 1 |
Northwestern Mutual Wealth Management Company | Reston, VA | May 2020 - Mar 2021 | < 1 |
Northwestern Mutual Investment Services, LLC | Reston, VA | Feb 2020 - Mar 2021 | 1 |
Northwestern Mutual Life Insurance Company | Reston, VA | Jan 2020 - Mar 2021 | 1 |
Tiaa-cref Individual & Institutional Services, LLC | Fairfax, VA | Jun 1999 - Sep 2019 | 20 |
Tiaa | Fairfax, VA | May 1999 - Sep 2019 | 20 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 1994 |
- DC
- VA
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Total Assets Under Management668MILLIONS
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Total Number of Accounts1ACCOUNTS
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Average Account Value$668,171,497
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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