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Maria Longhini

2 Years of Experience
Phoenix, AZ
Broker

Maria Longhini is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Phoenix, AZ, with 2 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

148 N. 48th Street, Floor 5, Phoenix, AZ, 85034

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Maria works as a sales assistant for Desert Financial Credit Union and Desert Financial Wealth Management, starting in April 2024. These roles take about half of Maria's time and are investment-related.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
April 2025 - Present · 1 yr 1 mo
Raymond James Financial Services, INC.Broker
April 2024 - Present · 2 yrs 1 mo
Previous Registrations
J.P. Morgan Securities LLCBroker
September 2022 - August 2023 · 11 mos
State Registrations2 states
AZNE
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.