Maria Ines Echeverria

Employer firm

Flagstar Securities, Inc CRD 104233

$784M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2020 → 08/2021
  Wells Fargo Clearing Services, Llc
  Los Angeles, CA
• 08/2015 → 12/2019
  University Of Souther California
  Los Angeles, CA
• 11/2023 → 06/2026
  Flagstar Advisors/Flagstar Bank
  Beverly Hills, CA
• 09/2021 → 02/2023
  Evoke Advisors
  Los Angeles, CA
• 02/2023 → 11/2023
  Virtual Outsource Solutions
  Los Angeles, CA
• 07/2026 → Present
  Flagstar Securities, Inc/Flagstar Bank, N.A.
  Beverly Hills, CA

Previous Registrations

• 2021-02-01 → 2021-08-16
  Wells Fargo Clearing Services, Llc
  Los Angeles, CA

Other Businesses

INES LLC; Non-Investment Related; Los Angeles, California; Women's Sleepwear Online Sales; Founder/Owner; Start: October 2023; 8 Hours Monthly

Exams

• S66 Uniform Combined State Law Examination
  2024-10-31

Other Names

• Maria Echeverria
• Maria Ines Echeverria
• Maria Ines Echeverria Gomez