Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adriana? Claim Your ProfileAdriana Depalma is a registered representative with Steward Partners Investment Advisory, LLC. Adriana has been in the industry since July 2002 and is licensed in several states. Adriana holds a Series 66, Series 7, Series 9, and Series 10 licenses and has experience in the financial services industry with firms such as Raymond James Financial Services, Inc., UBS Financial Services Inc., and Steward Partners Investment Advisory, LLC. Adriana offers financial planning, pension consulting, and other investment-related services to individuals, businesses, and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NY
02/14/2021 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
FL
02/10/2015 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (CLEARWATER FL)
CT
07/10/2002 - 02/10/2015
UBS FINANCIAL SERVICES INC. (STAMFORD CT)
BOTH
Issued 6/17/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 4/26/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 2/23/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/9/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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