Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maurice? Claim Your ProfileMaurice Anthony Gelfo is a financial advisor registered with Equitable Advisors, LLC and has over 35 years of experience in the financial industry. Maurice has a broad background in providing financial services, including financial planning, portfolio management, and pension consulting. Maurice is licensed in Arizona, California, and Colorado. Maurice has been a licensed life settlement agent with Ashar Group LLC since 2016.
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.
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
CA
01/06/2023 - Present
Equitable Advisors, LLC (CHATSWORTH CA)
CA
01/24/2011 - 01/09/2023
KESTRA INVESTMENT SERVICES, LLC (ENCINO CA)
CA
02/13/2008 - 01/20/2011
SIGNATOR INVESTORS, INC. (CALABASAS CA)
CA
11/15/1999 - 02/05/2008
NYLIFE SECURITIES LLC (ENCINO CA)
MA
08/08/1997 - 10/16/1998
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NY
11/18/1994 - 12/31/1996
MONY SECURITIES CORP. (NEW YORK NY)
MA
01/26/1989 - 09/13/1994
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
01/26/1989 - 09/13/1994
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NA
03/30/1987 - 03/24/1988
NEW ENGLAND SECURITIES CORPORATION
NA
11/06/1985 - 02/11/1987
F & G SECURITIES, INC.
NA
09/21/1983 - 01/31/1986
NEW YORK LIFE SECURITIES CORP.
BOTH
Issued 12/10/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/1995
Series 7 - General Securities Representative Examination
BC
Issued 09/20/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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