Maria
Vallejo
Advisors Asset Management, Inc
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About this Advisor
Maria Vallejo is a financial advisor based in Boca Raton, Florida, working with Advisors Asset Management, Inc. Maria has previously held positions at Citigroup Global Markets Inc, Ameriprise Financial Services, LLC, and Advisors Asset Management, Inc. Maria has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Maria is part of Advisors Asset Management, Inc, which operates out of Boca Raton, Florida. The firm has 9 offices and 272 employees. The firm manages assets totaling $3.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, and other services. The fee structure at Advisors Asset Management, Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Advisors Asset Management, Inc Brokerage Details
$3,853,640,375
272
1,767
$2,180,894
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Other
Maria Vallejo Work History
Advisors Asset Management, Inc
Ameriprise Financial Services, LLC
Citigroup Global Markets Inc
Disclosures
Please visit the SEC profile of Maria Vallejo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Advisors Asset Management, Inc
Boca Raton, FL
Melville, NY
Lisle, IL
Dallas, TX
Melville, NY
West Chester, PA
Boerne, TX
Lutz, FL
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