Unclaimed
Maria Elena Barbieri is a financial advisor with Capfinancial Securities, LLC based in Greenwich, CT. Maria has been in the industry since 2000 and has a Series 6 and Series 63 license. Maria's previous experience includes CADARET, GRANT & CO., INC., WALNUT STREET SECURITIES, INC., and NATHAN & LEWIS SECURITIES, INC.
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.
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.
1
2
CT
10/17/2013 - Present
Capfinancial Securities, LLC (GREENWICH CT)
NY
10/02/2007 - 08/02/2013
CADARET, GRANT & CO., INC. (SYRACUSE NY)
CT
08/01/2003 - 10/08/2007
WALNUT STREET SECURITIES, INC. (GREENWICH CT)
NY
01/18/2000 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
BC
Issued 09/27/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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