Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Concetta? Claim Your ProfileConcetta Maniscalco is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Concetta has been working in the securities industry since 1997. Concetta has been registered with Morgan Stanley, Citigroup Global Markets Inc., Burnham Securities Inc., PaineWebber Incorporated and CIBC Oppenheimer Corp. Concetta is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has a Series 63, Series 65 and Series 7 licenses.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
04/13/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
NY
06/01/2009 - 01/06/2021
MORGAN STANLEY (NEW YORK NY)
NY
11/21/2002 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
02/01/2000 - 09/07/2001
BURNHAM SECURITIES INC. (NEW YORK NY)
NJ
04/22/1999 - 01/28/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
04/03/1996 - 04/14/1999
CIBC OPPENHEIMER CORP. (NEW YORK NY)
IA
Issued 07/02/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1996
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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