Maria Bernaldo De Quiros (CRD# 1793154) is an Investment Advisor Representative working at Summa Corp. in Tomball, TX and has over 36 years of experience in the finance industry.
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
CRD# 7438882
Worthwise Financial Partners
Company Name | Location | Dates | Years |
---|---|---|---|
Summa Corp. | The Woodlands, TX | Apr 2001 - Current | 23 |
Summa Holdings, Inc. | The Woodlands, TX | Jan 2001 - Current | 23 |
Insight Securities, Inc. | The Woodlands, TX | Feb 2014 - Dec 2019 | 5 |
Urbanizadora Del Bajio Sa De Cv | Mexico, | Dec 2008 - Apr 2016 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 1988 |
- TX
-
Total Assets Under Management362MILLIONS
-
Total Number of Accounts56ACCOUNTS
-
Average Account Value$6,457,483
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
SD, TX
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