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Rosa Maria Cubeiro-Iglesias

THE POWELL FINANCIAL GROUP, INC.·MARTINSVILLE, New Jersey
Clean recordTHE POWELL FINANCIAL GROUP, INC.
792 CHIMNEY ROCK ROAD, MARTINSVILLE, NJ 08836CRD# 2393596Firm CRD# 123689

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Rosa Maria Cubeiro-Iglesias · MARTINSVILLE, NJ
Registration
CRD #2393596 · THE POWELL FINANCIAL GROUP, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Rosa Maria Cubeiro-Iglesias is a registered financial advisor based in MARTINSVILLE, New Jersey, affiliated with THE POWELL FINANCIAL GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
THE POWELL FINANCIAL GROUP, INC.
THE POWELL FINANCIAL GROUP, INC.
AUM
$133M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at THE POWELL FINANCIAL GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2393596
Firm CRD# 123689
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Rosa Maria Cubeiro-Iglesias offer?
Rosa Maria Cubeiro-Iglesias specializes in Financial Planning, Investment Management. Contact their office in MARTINSVILLE, New Jersey for a consultation.
What are Rosa Maria Cubeiro-Iglesias's credentials?
Rosa Maria Cubeiro-Iglesias is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Rosa Maria Cubeiro-Iglesias located?
Rosa Maria Cubeiro-Iglesias is based in MARTINSVILLE, New Jersey, working with THE POWELL FINANCIAL GROUP, INC.. Their office serves clients in the MARTINSVILLE metropolitan area and surrounding communities.
How does Rosa Maria Cubeiro-Iglesias charge for services?
Rosa Maria Cubeiro-Iglesias's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE POWELL FINANCIAL GROUP, INC.?
THE POWELL FINANCIAL GROUP, INC. has approximately 5 employees and manages $133M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at THE POWELL FINANCIAL GROUP, INC.

Patricia Ann Powell
MARTINSVILLE, NJ

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