Unclaimed
Maria Ines Dasilva is a registered representative with Packerland Brokerage Services, Inc. Maria Ines has over 35 years of experience in the financial services industry. Maria Ines is also registered with the state of New York and several other states. Maria Ines offers financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions. Maria Ines specializes in assisting clients with their retirement planning and investment needs. Maria Ines is committed to providing her clients with personalized service and sound financial advice.
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.
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.
1
2
NY
02/20/2024 - Present
Packerland Brokerage Services, Inc. (Ossining NY)
NY
07/30/2010 - 12/31/2023
OSAIC WEALTH, INC. (OSSINING NY)
NY
08/01/2008 - 07/30/2010
NATIONWIDE SECURITIES, LLC (OSSINING NY)
NY
02/17/1988 - 08/01/2008
1717 CAPITAL MANAGEMENT COMPANY (OSSINING NY)
NY
07/25/1985 - 01/04/1988
THE NIKKO SECURITIES CO. INTERNATIONAL, INC. (NEW YORK NY)
BC
Issued 11/11/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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