Unclaimed
Alessandra Dimauro is an Investment Advisor Representative registered with Mariner Wealth in Fairfield, Connecticut. Alessandra has been in the securities industry since 1998 and holds the Series 6, 7, 63, and 65 licenses. Alessandra also holds the CFP designation. Prior to joining Mariner Wealth, Alessandra worked at Resnick Investment Advisors, LLC in Westport, Connecticut and GYL Financial Synergies, LLC in West Hartford, Connecticut. Alessandra has a long history working with individuals, high-net-worth individuals, corporations, insurance companies, charitable organizations, pension and profit-sharing plans, and pooled investment vehicles.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Family office services
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.
1
2
CT
07/07/2023 - Present
Mariner Wealth (Fairfield CT)
IL
01/17/2006 - 03/01/2006
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
NY
12/12/2002 - 02/10/2003
QUICK & REILLY, INC. (NEW YORK NY)
NY
04/03/2001 - 08/09/2002
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
NY
01/20/2000 - 01/18/2001
J. P. MORGAN ADVISORS, INC. (NEW YORK NY)
NY
10/06/1999 - 01/28/2000
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
01/09/1998 - 08/30/1999
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
01/09/1998 - 08/03/1999
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 02/15/2006
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/18/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/08/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/05/1999
Series 7 - General Securities Representative Examination
BC
Issued 01/08/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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