Unclaimed
Maria Gabriella Degennaro is a financial advisor with over 30 years of experience in the financial services industry. She is currently registered with Ameriprise Financial Services, LLC. Prior to joining Ameriprise Financial Services, Maria has held positions with Wells Fargo Advisors, LLC, A. G. Edwards & Sons, Inc., LINSCO/Private Ledger Corp., Edward Jones, Prudential Securities Incorporated, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Dean Witter Reynolds Inc. Maria is a Series 63 and Series 65 licensed professional. She also holds the Series 7, Series 31, and SIE licenses. Maria is dedicated to providing personalized financial guidance and investment management services to individuals, families, and businesses.
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
NY
12/06/2022 - Present
Ameriprise Financial Services, LLC (MELVILLE NY)
NY
01/01/2008 - 03/04/2014
WELLS FARGO ADVISORS, LLC (BABYLON NY)
NY
03/09/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (BABYLON NY)
NY
12/01/2005 - 03/09/2007
LINSCO/PRIVATE LEDGER CORP. (WEST ISLIP NY)
NY
08/04/2000 - 12/01/2005
EDWARD JONES (BABYLON NY)
NY
02/28/1997 - 07/31/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
09/20/1996 - 02/21/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
07/20/1993 - 10/08/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 01/14/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/12/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/1994
Series 31 - Futures Managed Funds Examination
BC
Issued 07/19/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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