Maria Luisa Winkelried

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 07/2015 → 11/2016
  Wells Fargo Advisors, Llc
  Myrtle Beach, SC
• 11/2016 → 06/2019
  Wells Fargo Clearing Services, Llc
  Myrtle Beach, SC
• 07/2019 → Present
  Lpl Financial Llc
  Myrtle Beach, SC

Previous Registrations

• 2015-07-02 → 2019-07-09
  Wells Fargo Clearing Services, Llc
  Myrtle Beach, SC
  Charleston, SC
• 2014-04-15 → 2014-09-05
  Wells Fargo Clearing Services, Llc
  Fort Lauderdale, FL
• 2012-11-05 → 2013-12-05
  Wells Fargo Clearing Services, Llc
  Myrtle Beach, SC

Other Businesses

1)06/28/2019 - Veritas Financial Management - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 07/2019 - 160 hr/mth

Exams

• S66 Uniform Combined State Law Examination
  2012-11-01

Other Names

• Maria Luisa Velasquez
• Marialuisa Winkelried