Maria F. Wojciechowski
RWM CAPITAL | Financial Advisor
Biloxi, MS 39531
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CRD#: 6919116
Professional summary
Maria Fernanda Wojciechowski, who also goes by Maria F Cortez, Maria Fernanda Cortez, Maria Wojciechowski, Maria F Wojciechowski, is a registered financial advisor currently at RWM CAPITAL, LLC located in Biloxi, Mississippi.
Maria is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Maria has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Maria F Cortez | Maria Fernanda Cortez | Maria Wojciechowski | Maria F Wojciechowski
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.
1.) TRUSTEE FOR FATHER'S TRUST; INV. RELATED; MOBILE, AL; START DATE 11/2019. I*910303 For profit or not for profit: Entity Charitable Name of outside business organization: University of South Alabama Investment related: N Address of business: Mobile, Alabama Nature of business: ["School, College or University"] Position, title, association: ["Committee"], [["Fundraising committee"]] Start date of relationship: 7/8/2022 Number of hours devoted: 2 hour(s) Monthly Number of hours devoted during trading hours: 2 Duties: , It is a university with a Health department that does cancer research. I will assist in organizing the 15th annual "GO Run", which is 5k run on the University's campus 2.) Life Insurance Agent- Roberts Wealth Management - 2555 Marshal Rd Ste C Biloxi, MS 395- 160 hours / month engaged in this business; 160 hours engaged in the business during trading hours; Start DTE 08/2023
CRS (Client Relationship Summary) - RIA
Click below to view Maria Fernanda Wojciechowski's 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®
NoneExperience
Current
August 15, 2023 - Present
RWM CAPITAL, LLC
Office #1: 2565 Marshall Road Suite C, Biloxi, MS 39531RIA
CRD#: 310635
Biloxi, MS
Past
June 4, 2021 - March 2, 2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
FAIRHOPE, AL
Past
June 4, 2021 - March 2, 2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
FAIRHOPE, AL
Past
July 3, 2018 - June 10, 2021
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
FAIRHOPE, AL
Past
May 30, 2018 - June 10, 2021
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
FAIRHOPE, AL
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".
RC
RWM CAPITAL, LLC
ROBERTS WEALTH MANAGEMENT, LLC | RWM CAPITAL, LLC
CRD#: 310635 / SEC#: 801-119513
RIA
Registered Investment Advisory firm - (9/21/2020 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.Highlighted states indicate IAR registrations
IAR
Alabama(8/15/2023)
IAR
Florida(9/26/2023)
IAR
Louisiana(8/16/2023)
IAR
Texas(8/15/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 1/22/2020
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Current Firm
RC
RWM CAPITAL, LLC
ROBERTS WEALTH MANAGEMENT, LLC | RWM CAPITAL, LLC
CRD#: 310635 / SEC#: 801-119513
RIA
Registered Investment Advisory firm - (9/21/2020 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1650 Highway 6 Suite 250, Sugar Land, TX 77478
Mailing Address
2555 Marshall Road Suite C-1, Biloxi, MS 39531
Phone number
(832) 981-7000
Established
Firm type
Fiscal year end
# of Employees
50
SEC notice filing (7 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,096 |
| AUM (Assets Under Management) | $ 161,362,901 |
Red Flags
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Company Information
RWM CAPITAL, LLC
Financial AdvisorCRD#: 310635Biloxi, MS 39531TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
