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Mariateresa Taussi

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CRD#: 4263416
MT

Professional summary

Mariateresa Taussi was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Mariateresa is a previously registered financial professional and started their career in finance in 2002. Prior to being barred, Mariateresa had worked at 1 firm, which includes ADVANTAGE FINANCIAL PRIVATE & CORPORATE LLC.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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

March 14, 2002 - August 15, 2005

ADVANTAGE FINANCIAL PRIVATE & CORPORATE LLC

BD
CRD#: 31974
NEW YORK, NY

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: 1/24/2003
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 3/13/2002
General Securities Representative Examination

Current Firm

AF
ADVANTAGE FINANCIAL PRIVATE & CORPORATE LLC
ADVANTAGE FINANCIAL PRIVATE & CORPORATE LLC | G.F.C. PARTNERS, LLC | G.F.C. PARTNERS, INC. | ADVANTAGE GFC LLC

CRD#: 31974 / SEC#: , 8-46152

BD
Terminated by SEC on 05/29/2020
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Contact information

Main Address
Mailing Address
Phone number
Established
New York since 02/20/1996
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents

Direct owners and executive officers

NamePositionCRD#
CONFUORTI, FRANCESCOOWNER, PRESIDENT1288234
CONFUORTI, GIUSEPPEOWNER, VICE PRESIDENT, CCO2517064
SPINDEL, HOWARDFINOP708042

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

ADVANTAGE FINANCIAL PRIVATE & CORPORATE LLC

CRD#: 31974

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