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Marysol Flores Salazar

Marysol Flores Salazar

MISSIONSQUARE RETIREMENT
San Pedro, CA
Some features on this profile are disabled
CRD#: 4801938
Marysol Flores Salazar

Professional summary

Marysol Flores Salazar, CFP®, who also goes by Marysol Flores, Marysol Flores Menendez, is a registered financial advisor currently at MISSIONSQUARE RETIREMENT located in San Pedro, California and MISSIONSQUARE INVESTMENT SERVICES located in Washington, District Of Columbia.

Marysol is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Marysol has worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 26 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Marysol Flores | Marysol Flores Menendez

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marysol Flores Salazar's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2018

Experience

Current

March 30, 2023 - Present

MISSIONSQUARE RETIREMENT

RIA
CRD#: 108783
San Pedro, CA
Current

March 30, 2023 - Present

MISSIONSQUARE INVESTMENT SERVICES

Office #1: 777 North Capitol Street, Ne Suite 600, Washington, DC 20002-4240
BD
CRD#: 23189
Washington, DC
Past

April 30, 2018 - March 23, 2023

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
HERMOSA BEACH, CA
Past

April 30, 2018 - March 23, 2023

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
HERMOSA BEACH, CA
Past

February 22, 2018 - March 1, 2018

MADISON AVENUE SECURITIES, LLC

BD
CRD#: 23224
SANTA MONICA, CA
Past

February 21, 2018 - March 1, 2018

MADISON AVENUE SECURITIES, LLC

RIA
CRD#: 23224
SANTA MONICA, CA
Past

November 11, 2015 - December 31, 2016

PFS INVESTMENTS INC.

RIA
CRD#: 10111
RIVERSIDE, CA
Past

July 7, 2014 - December 31, 2016

PFS INVESTMENTS INC.

BD
CRD#: 10111
RIVERSIDE, CA
Past

June 20, 2014 - September 28, 2015

PFS INVESTMENTS INC.

RIA
CRD#: 10111
RIVERSIDE, CA
Past

February 2, 2012 - November 6, 2012

LPL FINANCIAL LLC

BD
CRD#: 6413
PASADENA, CA
Past

January 26, 2012 - November 6, 2012

LPL FINANCIAL LLC

RIA
CRD#: 6413
PASADENA, CA
Past

November 13, 2009 - August 3, 2010

ALAMO CAPITAL

RIA
CRD#: 26193
WALNUT CREEK, CA
Past

November 13, 2009 - August 3, 2010

ALAMO CAPITAL

BD
CRD#: 26193
WALNUT CREEK, CA
Past

March 24, 2008 - May 6, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
BERKELEY, CA
Past

May 29, 2007 - May 6, 2009

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
BERKELEY, CA
Past

November 15, 2005 - May 29, 2007

CITICORP INVESTMENT SERVICES

BD
CRD#: 23988
LAFAYETTE, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MR
MISSIONSQUARE RETIREMENT
ICMA RETIREMENT CORP | MISSIONSQUARE RETIREMENT | INTERNATIONAL CITY MGMT ASSOCIATION RETIREMEN | INTERNATIONAL CITY MANAGEMENT ASSOCIATION RETIREMENT CORPORATION | ICMA-RC | ICMA RETIREMENT CORPORATION

CRD#: 108783 / SEC#: 801-18273

RIA
Registered Investment Advisory firm - (1/19/1983 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(12/13/2024)
IAR
Arizona
(12/13/2024)
RR
California
(3/30/2023)
IAR
California
(3/30/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/20/2008
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 11/28/2005
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/13/2008
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 11/14/2005
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 12/1/2014
Investment Company Products/Variable Contracts Principal Examination
SRO Registrations
RR
FINRA

Current Firm

MR
MISSIONSQUARE RETIREMENT
ICMA RETIREMENT CORP | MISSIONSQUARE RETIREMENT | INTERNATIONAL CITY MGMT ASSOCIATION RETIREMEN | INTERNATIONAL CITY MANAGEMENT ASSOCIATION RETIREMENT CORPORATION | ICMA-RC | ICMA RETIREMENT CORPORATION

CRD#: 108783 / SEC#: 801-18273

RIA
Registered Investment Advisory firm - (1/19/1983 Approved)
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Contact information

Main Address
777 North Capitol Street Ne, Suite 600, Washington, DC 20002-4240
Mailing Address
Phone number
(202) 962-4600
Established
Firm type
Fiscal year end
# of Employees
599

SEC notice filing (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

GUIDED PATHWAYS ADVISORY SERVICES (10/30/2025)
INSURANCE CONTRACT SEPARATE ACCOUNT ADVISORY SERVICES (3/31/2025)
INSTITUTIONAL ASSET ALLOCATION ADVISORY SERVICES (3/31/2025)

Regulatory assets under management

Total Number of Accounts58,580
AUM (Assets Under Management)$ 5,959,398,729

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
07/28/2025
Cover Page
Report
01/27/2025
Cover Page
Report
10/27/2023
Cover Page
Report
01/27/2023
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

MISSIONSQUARE RETIREMENT

CRD#: 108783San Pedro, CA

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