Maria Vallejo-Meza has been an investment adviser representative at Channel Wealth since February 2024, and is not listed among the firm’s executive officers or direct owners.
Channel Wealth, LLC is a Santa Barbara, CA firm with $851M under management, 2,019 clients and 8 advisers across 2 offices, as of its April 2026 filing.
- Channel Wealth, LLCCurrent– present · 2 yearsSanta Barbara, CA · Adviser representative · Firm CRD 323461
Investment adviser representative registrations
Maria Vallejo-Meza is registered as an investment adviser representative in California, since February 2024.
- CaliforniaSince 8 February 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 2 February 2024 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 1 December 2015 |
| Series 63 | Uniform Securities Agent State Law Examination | 16 June 2014 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 4 April 2014 |
- Name
- Uniform Combined State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Maria Guadalupe Vallejo-Meza
- CRD
- 6162393
- Firm
- Channel Wealth · CRD 323461
- Office
- 3760 STATE STREET, SUITE 201, Santa Barbara, CA 93105
- Registration
- Investment adviser registration
- In the industry since
- July 2015
- Disciplinary history
- Not yet shown here · SEC record
Where does Maria Vallejo-Meza work?
Maria Vallejo-Meza is an investment adviser representative registered through Channel Wealth, LLC since February 2024, and is not listed among the firm’s executive officers or direct owners.
Is Maria Vallejo-Meza a financial advisor?
Yes. Maria Vallejo-Meza has a current investment-adviser registration in California, through Channel Wealth since February 2024.
How many years of experience does Maria Vallejo-Meza have?
Maria Vallejo-Meza has 11 years in the financial industry, since July 2015, across 1 adviser firm.
What exams has Maria Vallejo-Meza passed?
Maria Vallejo-Meza has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 66. The earliest, the Series 6, was passed in April 2014. FINRA credited Maria Vallejo-Meza with the SIE, which began in October 2018.
Where is Maria Vallejo-Meza based?
Maria Vallejo-Meza’s registered office is in Santa Barbara, CA.
Is Maria Vallejo-Meza registered with FINRA?
No. Maria Vallejo-Meza has no current broker registration.
How can I verify Maria Vallejo-Meza’s record?
Search CRD 6162393 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Maria Vallejo-Meza’s full registration record.
