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Maria ines Dasilva

Packerland Brokerage Services, Inc.

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About Maria ines Dasilva

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.

Firm Information

Maria ines Dasilva is currently registered with Packerland Brokerage Services, Inc.. Packerland Brokerage Services, Inc. is a corporation based in GREEN BAY, WI, formed in 1994. The firm provides investment advisory services to individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and corporations or other businesses. Packerland Brokerage Services, Inc. also offers financial planning, pension consulting, and educational seminars. The firm has approximately $854,243,663 in regulatory assets under management and has offices in 51 states plus the District of Columbia.
Packerland Brokerage Services, Inc.

432 SECURITY BLVD.

GREEN BAY, WI 54313-9709

$854.24M

Assets Under Management

16

Total Clients

240

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Maria ines Dasilva’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Maria ines Dasilva.
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