Maria Prato

CRD 1889255 · Primerica Advisors · Miami Lakes, FL

Broker

Also appears in the source record as: Maria Isabel Prato; Maria Isabel Romero

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Not registered in this capacity
Exams passed (4): Series 6TOSIESeries 7Series 63
Registered states (1): Florida
Years in the industry (source record): 24
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 1889255 contains one or more disclosure events as of Aug 20, 2026.

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Current firm

From the firm record

Firm: Primerica Advisors
Firm CRD: 10111
SEC number: 801-72263
Assets under management: $15.5B as of Mar 20, 2026
Website: www.youtube.com/user/primerica ↗
Phone: 833-786-0550
Firm location: Duluth, GA, 30099-0001

Employment history (10)

From the source registration record · current first

Pfs Investments Inc.Current
Miami Lakes, FL · BC capacity

start not retrieved → present
Pfs Investments Inc.Current
Miami Lakes, FL · IA capacity

start not retrieved → present
Synergy Investment Group, LLC
Sunrise, FL · BC capacity

Oct 19, 2005 → Apr 24, 2007
Itradedirect.Com Corp
Boca Raton, FL · BC capacity

Apr 11, 2001 → Nov 20, 2003
Sterling Financial Investment Group, Inc.
Boca Raton, FL · BC capacity

Nov 20, 2000 → Apr 10, 2001
Joseph Charles & Assoc., Inc.
Boca Raton, FL · BC capacity

Oct 13, 1999 → Nov 20, 2000
Rm Stark & Co Inc.
Lake Worth Beach, FL · BC capacity

Apr 11, 1997 → Oct 21, 1997
Lh Ross & Company, Inc.
Boca Raton, FL · BC capacity

Nov 22, 1996 → Feb 11, 1997
Paragon Capital Corporation
East Hanover, NJ · BC capacity

May 25, 1994 → Dec 2, 1994
Chatfield Dean & Co., Inc.
Greenwood Village, CO · BC capacity

Jun 9, 1993 → Aug 19, 1993

Source & corrections

Where this page comes from

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