Adelina G. Kieffer
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Adelina Gerace Kieffer, who also goes by Adelina Gerace, Adelina Gerace Martorelli, was a registered financial professional .
Adelina is a previously registered financial professional and started their career in finance in 2007. Adelina had worked at 2 firms and has passed the Series 66, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
August 12, 2014 - February 23, 2015
PARENTEBEARD WEALTH MANAGEMENT LLC
March 12, 2008 - March 21, 2013
EQUITABLE ADVISORS, LLC
December 13, 2007 - March 21, 2013
EQUITABLE ADVISORS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
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Exams
Current Firm
PARENTEBEARD WEALTH MANAGEMENT LLC
CRD#: 152072 / SEC#: 801-70783
Contact information
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
