Maria Belen Longhini

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 07/2022 → 08/2023
  J.P. Morgan Securities Llc
  Scottsdale, AZ
• 03/2020 → 08/2023
  Jpmorgan Chase Bank, N.A.
  Scottsdale, AZ
• 04/2024 → Present
  Raymond James Financial Services, Inc.
  Phoenix, AZ
• 08/2023 → 01/2024
  Bmo Bank N.A.
  Scottsdale, AZ
• 02/2024 → 03/2024
  Unemployed
  Fountain Hills, AZ
• 07/2016 → 02/2020
  Unemployed
  Fountain Hills, AZ
• 04/2024 → Present
  Desert Financial Wealth Management
  Phoenix, AZ
• 04/2024 → Present
  Desert Financial Credit Union
  Phoenix, AZ
• 04/2025 → Present
  Raymond James Financial Services Advisors, Inc
  Phoenix, AZ

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-04-05
• S63 Uniform Securities Agent State Law Examination
  2022-09-16