Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Concetta? Claim Your ProfileConcetta Siciliano is a financial advisor with Ameriprise Financial Services, LLC and has been working in the industry for over 17 years. She holds multiple licenses and certifications, including Series 7, Series 63, Series 66 and SIE, and she is registered to provide investment advice in several states including California, Florida, Illinois, Indiana, Iowa, Missouri and Texas. Concetta's experience spans a number of firms, including Midwestern Securities Trading Company, LLC and Edward Jones. Concetta Siciliano's primary focus is on providing financial planning and investment advice to individuals and businesses. She also provides asset allocation services, pension consulting, educational seminars, and publication of periodicals. Concetta Siciliano is committed to helping her clients achieve their financial goals.
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.
Asset allocation 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.
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2
IL
08/03/2023 - Present
Ameriprise Financial Services, LLC (SPRINGFIELD IL)
IL
05/05/2021 - 07/28/2022
MIDWESTERN SECURITIES TRADING COMPANY, LLC (TAYLORVILLE IL)
IL
09/13/2005 - 01/10/2011
EDWARD JONES (ELMWOOD PARK IL)
BOTH
Issued 06/03/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/16/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/05/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/02/2021
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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