Maria Luisa Grieco
Investment adviser representative at Principal Securities, Inc.
24 yearsExperience
1 stateRegistered in
$17BFirm assets
28 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
24 years in the industry.
- F&m Insurance GroupSep 2021 to now
- Principal Securities, Inc.Nov 2018 to now
- Principal Life Insurance CompanyNov 2018 to now
- Mlg FinancialFeb 2020 to Mar 2026
- Nationwide FinancialMar 2013 to Nov 2018
- Nationwide Securities, Inc.May 2003 to Nov 2018
- Anthony May AgencyMay 2002 to Nov 2018
- The May Group LLCMay 2002 to Nov 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (TX).
Principal Securities, Inc.
$17BAssets managed
51,941Clients
1,464Advisers
28 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4664585
- Firm CRD
- 1137