MD
Maria P. De Lima Velez
ARETE ADVISORS
Houston, TX 77057
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CRD#: 7701550
MD
Professional summary
Maria Paula De Lima Velez is a registered financial advisor currently at ARETE ADVISORS located in Houston, Texas.
Maria is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Maria has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Arete Insurance Services, LLC; Investment Related; Houston, TX; Non-Variable Insurance; Agent; 08/2022; 88 hrs. per month, 88 hrs. during trading; client onboarding, service, analysis and case preparation.
CRS (Client Relationship Summary) - RIA
Click below to view Maria Paula De Lima Velez'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
March 29, 2023 - Present
ARETE ADVISORS
Office #1: 1800 Bering Dr. Suite 940, Houston, TX 77057RIA
CRD#: 299636
Houston, TX
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
Texas(3/29/2023)
Current Firm
AA
ARETE ADVISORS
ARETE ADVISORS | ARETE INVESTMENTS, LLC
CRD#: 299636 / SEC#:
Texas
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Contact information
Main Address
1800 Bering Dr. Suite 940, Houston, TX 77057
Mailing Address
Phone number
(832) 910-8437
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 157 |
| AUM (Assets Under Management) | $ 40,958,004 |
Red Flags
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