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Maria Luisa Winkelried

LPl Financial LLC

Myrtle Beach, SC

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2019-07-03
  • SC RA
    APPROVED
    Since 2019-07-03

Branch Locations

1039 44Th Avenue N, Ste 103, Myrtle Beach, SC 29577 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors, Llc Myrtle Beach SC 07/2015 11/2016
Wells Fargo Clearing Services, Llc Myrtle Beach SC 11/2016 06/2019
Lpl Financial Llc Myrtle Beach SC 07/2019 Present
Previous Registrations
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
CodeExamDate
S66 Uniform Combined State Law Examination 2012-11-01
  • S66 Uniform Combined State Law Examination
    2012-11-01
Other Names
  • Maria Luisa Velasquez
  • Marialuisa Winkelried

View on SEC IAPD

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