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MT

Maria L. Tsalis

THE JEFFREY MATTHEWS FINANCIAL GROUP, L.L.C.
Palos Heights, IL
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CRD#: 1946496
MT

Professional summary


Maria Lea Tsalis, who also goes by Maria Lea Sirigas, Maria Sirigas, is a registered financial professional currently at THE JEFFREY MATTHEWS FINANCIAL GROUP, L.L.C. located in Palos Heights, Illinois.

Maria is registered as a RR (Registered Representative) and started their career in finance in 1989. Maria has worked at 5 firms and has passed the Series 63, Series 52TO, SIE, Series 7, Series 6, Series 24 and Series 53 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Maria Lea Sirigas | Maria Sirigas

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) - BD


Click below to view Maria Lea Tsalis's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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


Current

July 19, 2016 - Present

THE JEFFREY MATTHEWS FINANCIAL GROUP, L.L.C.

BD
CRD#: 41282
Palos Heights, IL
Past

June 30, 2009 - August 18, 2016

HOLISTIC BROKERAGE, LLC

BD
CRD#: 46001
NORTHVILLE, MI
Past

January 6, 2006 - June 19, 2009

SOUTHWEST TEXAS CAPITAL, L.L.C

BD
CRD#: 104200
NORTHVILLE, MI
Past

May 21, 1992 - October 20, 2005

AMERIPRISE ADVISOR SERVICES, INC.

BD
CRD#: 5979
DETROIT, MI
Past

October 11, 1989 - June 3, 1991

NUVEEN SECURITIES, LLC

BD
CRD#: 469
CHICAGO, IL

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(7/6/2023)
RR
Georgia
(8/16/2022)
RR
Illinois
(7/19/2016)
RR
Michigan
(7/19/2016)
RR
Texas
(7/19/2016)

Exams


State Security Law Exam
RR
Series 63
Date: 6/22/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 12/29/1994
General Securities Principal Examination
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


TJ
THE JEFFREY MATTHEWS FINANCIAL GROUP, L.L.C.
D/B/A JEFFREY MATTHEWS FINANCIAL GROUP | THE JEFFREY MATTHEWS FINANCIAL GROUP, L.L.C. | JEFFREY MATTHEWS & CO., INC. | HALPERT, COHEN AND COMPANY, INC.

CRD#: 41282 / SEC#: , 8-49352

BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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Contact information


Main Address
30b Vreeland Road Ste 210, Florham Park, NJ 07932
Mailing Address
30b Vreeland Road Ste 210, Florham Park, NJ 07932
Phone number
(973) 805-6222
Established
New Jersey since 10/09/1996
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (49 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
HALPERT, JEFFREY ROSSCEO2072459
HALPERT, JEFFREY ROSSPRESIDENT2072459
HYNES, EDWARD JAMES JRMEMBER1058397
PASCULLI, ANTHONY GREGORYMEMBER2238324
CHIECO, DAVID ANTHONYMEMBER1563513
FEINSTEIN, GEOFF IRAMEMBER2259310
ALMERINI, LOUIS ACHILLEFINOP1605183
COLARUSSO, GINNYCCO4221362
GARBUS, STEVEN DAVIDMEMBER1268525

Disclosures


Regulatory Event6
Arbitration2

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


THE JEFFREY MATTHEWS FINANCIAL GROUP, L.L.C.

CRD#: 41282Palos Heights, IL

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