Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maria? Claim Your ProfileMaria Patrizio is a financial advisor at Ameriprise Financial Services, LLC. Maria has over 25 years of experience in the financial services industry. Maria is licensed to provide investment advice in Florida, New Jersey and New York. Maria has a strong background in providing investment advice to individuals, families, and businesses. In addition to her experience at Ameriprise Financial Services, LLC, Maria has worked for several other prominent firms, including Janney Montgomery Scott LLC, Wachovia Securities, Inc., First Union Capital Markets Corp., Donaldson, Lufkin & Jenrette Securities Corporation, Pacific Brokerage Services, Inc., Dean Witter Reynolds Inc., Bear, Stearns & Co. and Ladenburg, Thalmann & Co., Inc.
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
NJ
11/07/2019 - Present
Ameriprise Financial Services, LLC (Holmdel NJ)
NJ
12/06/2013 - 11/13/2019
JANNEY MONTGOMERY SCOTT LLC (EDISON NJ)
MO
10/01/1999 - 08/14/2002
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
NC
09/08/1997 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NJ
08/24/1988 - 08/15/1996
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NA
06/03/1987 - 09/07/1988
PACIFIC BROKERAGE SERVICES, INC.
NA
10/14/1985 - 06/01/1987
DEAN WITTER REYNOLDS INC.
NA
02/13/1985 - 07/19/1985
BEAR, STEARNS & CO.
NA
06/20/1984 - 01/22/1985
LADENBURG, THALMANN & CO., INC.
BOTH
Issued 05/18/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/12/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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