Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Vincenza D'aleo is a financial advisor with MML Investors Services, LLC, registered in New York and New Jersey. Elizabeth has been in the industry since 2007 and holds Series 6, 7TO, 63 and SIE licenses. Elizabeth previously worked at KESTRA INVESTMENT SERVICES, LLC, MML INVESTORS SERVICES, LLC, WELLS FARGO ADVISORS, LLC and WACHOVIA SECURITIES, LLC. Elizabeth specializes in portfolio management for individuals and businesses, financial planning, pension consulting, educational seminars and selection of other advisors. Elizabeth has a strong record of providing investment advice and guidance to a wide range of clients, including individuals, businesses, and trusts.
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 programs
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.
Solicitors fees
1
2
NY
04/15/2022 - Present
MML Investors Services, LLC (NEW YORK NY)
NJ
06/01/2020 - 01/12/2022
KESTRA INVESTMENT SERVICES, LLC (Paramus NJ)
NJ
05/23/2012 - 07/24/2018
MML INVESTORS SERVICES, LLC (SADDLE BROOK NJ)
NJ
11/15/2011 - 03/01/2012
WELLS FARGO ADVISORS, LLC (RINGWOOD NJ)
NJ
11/07/2008 - 09/09/2011
MML INVESTORS SERVICES, LLC (LITTLE FALLS NJ)
NJ
02/23/2005 - 10/07/2008
WACHOVIA SECURITIES, LLC (PARAMUS NJ)
BC
Issued 05/06/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/23/2024
Series 24 - General Securities Principal Examination
BC
Issued 05/04/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/24/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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