Maria
Grieco

Principal Securities, Inc

CRD#4664585
Investment Advisor
in Houston, TX

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About this Advisor

Maria Grieco is a financial advisor based out of Houston, Texas with 4 years of industry experience. Grieco is an employee of Principal Securities, Inc. Over the course of their career, Grieco has held roles at Anthony May Agency, Nationwide Securities, Inc, Nationwide Financial, Nationwide Securities, LLC, Principal Life Insurance Company, Principal Securities Inc, Mlg Financial, F&M Insurance Group and The May Group LLC. Grieco maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in Texas. Principal Securities, Inc is a financial advisory firm that has its headquarters in Des Moines, IA. The firm has offices in 350 locations and a total of 1,430 employees. It manages $9 billion in total assets between its 46,075 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to 34 charities and foundations. Of its 46,075 customer accounts, just 3% belong to high-net-worth investors who have greater than $1 million in assets. Principal Securities, Inc has a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fee schedules largely are based on the financial services. However, fees billed by Principal Securities, Inc can consist of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

1900 West Loop S Ste 400
Houston, TX 77027

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Principal Securities, Inc Brokerage Details

Total Assets Under Management

$9,416,854,861

TX Average: $9,259,360,772
Total Number of Employees

1,430

TX Average: 166
Total Number of Accounts

46,075

TX Average: 7,189
Average Account Size

$204,381

TX Average: $1,287,990

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Maria Grieco Work History

Maria has been registered as a financial advisor for 4 years.*

2021 - Present (3 years)

F&M Insurance Group

2020 - Present (4 years)

Mlg Financial

2018 - Present (6 years)

Principal Life Insurance Company

2018 - Present (6 years)

Principal Securities Inc

2013 - 2018 (5 years)

Nationwide Financial

2013 - 2018 (5 years)

Nationwide Securities, LLC

2003 - 2018 (15 years)

Nationwide Securities, Inc

2002 - 2018 (16 years)

Anthony May Agency

2002 - 2018 (16 years)

The May Group LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Maria Grieco 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 Principal Securities, Inc

Michael Hunt
Melville, NY
Janice Adams
Phoenix, AZ
David Bellia
Raleigh, NC
Benjamin Eichler
Williamston, MI
John Pettit
Puyallup, WA
Kevin Bower
Phoenix, AZ
Craig Forster
Arlington, TX
Jairus Halladay
Milwaukee, WI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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