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 in Houston, Texas, working with Principal Securities, Inc. Maria has previously held positions 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. Maria has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Maria is part of Principal Securities, Inc, which operates out of Houston, Texas. The firm has 384 offices and 1,349 employees. The firm manages assets totaling $12.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Principal Securities, Inc includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65

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 650A
Houston, TX 77027

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Principal Securities, Inc Brokerage Details

Total Assets Under Management

$12,105,712,948

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

1,349

TX Average: 166
Total Number of Accounts

54,844

TX Average: 7,189
Average Account Size

$220,730

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

2021 - Present (4 years)

F&M Insurance Group

2020 - Present (5 years)

Mlg Financial

2018 - Present (7 years)

Principal Life Insurance Company

2018 - Present (7 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

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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

William Krag
Collierville, TN
Robert Little
Birmingham, AL
Michael Harken
Camdenton, MO
Roger Goren
Melville, NY
Brandon Meza
San Diego, CA
Caleb Robinson
Houston, TX
Andrew Karrmann
Elkhorn, NE
Benjamin Hardy
Almond, NY

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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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