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Maria T. Giesige

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CRD#: 1422131
MG

Professional summary


Maria Theresa Giesige was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Maria is a previously registered financial advisor and started their career in finance in 1986. Prior to being barred, Maria had worked at 9 firms, which includes PROVISION FINANCIAL & ESTATE PLANNING, INVESTORS CAPITAL CORP., REGIS ASSET MANAGEMENT LLC, REGIS SECURITIES CORPORATION, AMERITAS INVESTMENT COMPANY LLC, COMMONWEALTH FINANCIAL NETWORK, OSAIC WEALTH INC., WMA SECURITIES INC., PFS INVESTMENTS INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Maria Teresa Morgan | Maria Theresa Morgan | Maria Teresa Stapleton

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

April 30, 2007 - July 11, 2008

PROVISION FINANCIAL & ESTATE PLANNING

RIA
CRD#: 143437
DEFIANCE, OH
Past

November 2, 2004 - January 18, 2007

INVESTORS CAPITAL CORP.

BD
CRD#: 30613
OTTAWA, OH
Past

August 28, 2003 - October 13, 2004

REGIS ASSET MANAGEMENT LLC

RIA
CRD#: 125872
SUNBURY, OH
Past

July 1, 2003 - October 13, 2004

REGIS SECURITIES CORPORATION

BD
CRD#: 103711
WESTERVILLE, OH
Past

March 14, 2000 - July 23, 2003

AMERITAS INVESTMENT COMPANY, LLC

BD
CRD#: 14869
LINCOLN, NE
Past

April 8, 1999 - March 17, 2000

COMMONWEALTH FINANCIAL NETWORK

BD
CRD#: 8032
WALTHAM, MA
Past

October 16, 1997 - April 9, 1999

OSAIC WEALTH, INC.

BD
CRD#: 23131
SCOTTSDALE, AZ
Past

September 3, 1996 - November 7, 1997

WMA SECURITIES, INC.

BD
CRD#: 32625
DULUTH, GA
Past

June 27, 1986 - April 11, 1995

PFS INVESTMENTS INC.

BD
CRD#: 10111
DULUTH, GA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 3/7/2003
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current firm


No current employment

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.

Company Information


No current employment

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