Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maria? Claim Your ProfileMaria Giacalone-mozo is a financial advisor registered with LPL Financial LLC and has been in the industry since 2016. Maria has a wide range of experience having worked for various financial institutions such as Morgan Stanley and Foresters Financial Services, Inc.. Maria is licensed to provide investment advice and has various licenses, including Series 7, 6, and 63. Maria is dedicated to providing clients with personalized financial advice and guidance to help them 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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
FL
04/05/2022 - Present
LPL Financial LLC (TAMPA FL)
NJ
07/16/2019 - 07/28/2021
MORGAN STANLEY (MORRISTOWN NJ)
FL
03/17/2016 - 06/25/2019
FORESTERS FINANCIAL SERVICES, INC. (TAMPA FL)
IA
Issued 03/26/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/04/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/13/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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