Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maria? Claim Your ProfileMaria Elizabeth Bongiovanni is a registered representative and investment advisor representative with Osaic Wealth, Inc., a firm with offices in Scottsdale, AZ and Utica, MI. Maria has been in the financial services industry since 2006. Maria is licensed in 16 states and holds the Series 63, 65, 7 and SIE licenses. Maria has a proven track record of helping clients reach their financial goals, and has extensive experience in financial planning, portfolio management, and tax preparation.
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.
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
MI
11/01/2019 - Present
Osaic Wealth, Inc. (UTICA MI)
MI
03/22/2017 - 11/08/2019
AURORA SECURITIES (TROY MI)
MI
05/08/2015 - 12/31/2016
CONCORDE INVESTMENT SERVICES, LLC (Troy MI)
MI
10/18/2013 - 05/01/2015
GRADIENT SECURITIES, LLC (TROY MI)
MI
05/24/2012 - 10/17/2013
WORLD CAPITAL BROKERAGE, INC. (TROY MI)
MI
10/06/2006 - 05/16/2012
HANTZ FINANCIAL SERVICES, INC. (ROMEO MI)
IA
Issued 05/18/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/13/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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