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Maria Lopresti Minguez

NORTH SHORELINE ADVISORS LLC·MOUNTAIN VIEW, California
SIE, Series 4, Series 7, Series 8, Series 14, Series 24, Series 27, Series 53, Series 55, Series 63, Series 65, Series 79TO, Series 87, Series 99TOClean recordNORTH SHORELINE ADVISORS LLC
715 NORTH SHORELINE BLVD., MOUNTAIN VIEW, CA 94043CRD# 1919807Firm CRD# 297224

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Maria Lopresti Minguez · MOUNTAIN VIEW, CA
Registration
CRD #1919807 · NORTH SHORELINE ADVISORS LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 4
Series 7
Series 8
Series 14
Series 24
Series 27
Series 53
Series 55
Series 63
Series 65
Series 79TO
Series 87
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
NORTH SHORELINE ADVISORS LLC
CRD 297224 · SEC 801-114870
AUM
$2M
Regulatory assets under management
Employees
5
1 client accounts
Services offered by NORTH SHORELINE ADVISORS LLC
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at NORTH SHORELINE ADVISORS LLC →
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Frequently Asked Questions

What services does Maria Lopresti Minguez offer?
Maria Lopresti Minguez specializes in Retirement Planning. Contact their office in MOUNTAIN VIEW, California for a consultation.
What are Maria Lopresti Minguez's credentials?
Maria Lopresti Minguez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Maria Lopresti Minguez located?
Maria Lopresti Minguez is based in MOUNTAIN VIEW, California, working with NORTH SHORELINE ADVISORS LLC. Their office serves clients in the MOUNTAIN VIEW metropolitan area and surrounding communities.
How does Maria Lopresti Minguez charge for services?
Maria Lopresti Minguez's firm is compensated through percentage of aum, performance-based fees, other: a percentage of initial subscription amounts.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NORTH SHORELINE ADVISORS LLC?
NORTH SHORELINE ADVISORS LLC has approximately 5 employees and manages $2M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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