Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maryellen? Claim Your ProfileMaryellen Peretzky has been in the financial services industry since 1983 and is currently registered with Ameriprise Financial Services, LLC. Maryellen is a Registered Representative, Investment Advisor Representative and holds several licenses including Series 4, 6, 7, 24, 27, 52, 53, 63, 65, 99TO and SIE. In addition to her current role, Maryellen has previously worked at Robert Leshner and Associates, Inc., IFS Fund Distributors, Inc., Fort Washington Brokerage Services, Inc., Countrywide Investments, Inc., CW Fund Distributors, Inc., and Leshner Financial Services, Inc. Maryellen provides financial planning, portfolio management for individuals and businesses, educational seminars and other advisory services to individuals, families, trusts/estates, insurance companies, charitable organizations, pension and profit-sharing plans, corporations and other businesses, and state or municipal government entities.
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.
1
2
KY
07/14/2014 - Present
Ameriprise Financial Services, LLC (Crestview Hills KY)
OH
02/12/2004 - 06/23/2005
ROBERT LESHNER AND ASSOCIATES, INC. (CINCINNATI OH)
OH
04/05/1999 - 05/23/2003
IFS FUND DISTRIBUTORS, INC. (CINCINNATI OH)
OH
01/06/1983 - 04/29/2003
FORT WASHINGTON BROKERAGE SERVICES, INC. (CINCINNATI OH)
NA
01/22/1985 - 06/25/1999
COUNTRYWIDE INVESTMENTS, INC.
OH
03/10/1998 - 12/23/1998
CW FUND DISTRIBUTORS, INC. (CINCINNATI OH)
OH
06/30/1987 - 12/22/1994
LESHNER FINANCIAL SERVICES, INC. (CINCINNATI OH)
BC
Issued 03/10/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/26/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/09/2015
Series 4 - Registered Options Principal Examination
BC
Issued 09/18/2015
Series 24 - General Securities Principal Examination
BC
Issued 08/20/2015
Series 27 - Financial and Operations Principal Examination
BC
Issued 07/28/2015
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2015
Series 52 - Municipal Securities Representative Examination
BC
Issued 05/21/1983
Series 7 - General Securities Representative Examination
BC
Issued 01/05/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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