Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mariafrancesca? Claim Your ProfileMariafrancesca Carli is a financial professional with over 25 years of experience in the industry. Currently, Mariafrancesca is a Registered Representative with BDT & MSD Partners, LLC, where she has been since June 2015. Previously, Mariafrancesca worked at J.P. MORGAN SECURITIES LLC and GOLDMAN, SACHS & CO., gaining extensive knowledge and experience in the financial services sector. Mariafrancesca holds a wide range of licenses and certifications, including Series 7, Series 24, Series 63, and Series 79. Her expertise and commitment to her clients make her a valuable asset to the industry.
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.
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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NY
06/16/2015 - Present
BDT & MSD Partners, LLC (New York NY)
NY
09/29/2011 - 06/04/2015
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
09/10/1992 - 08/07/2007
GOLDMAN, SACHS & CO. (NEW YORK NY)
BC
Issued 10/12/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/07/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2011
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 09/08/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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