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MG

Maria T. Germano-alessi

HENLEY & COMPANY LLC
UNIONDALE, NY 11556
Some features on this profile are disabled
CRD#: 4404986
MG

Professional summary


Maria Teresa Germano-alessi, who also goes by Maria Teresa Alessi, Maria Teresa Germano, is a registered financial professional currently at HENLEY & COMPANY LLC located in Uniondale, New York.

Maria is registered as a RR (Registered Representative) and started their career in finance in 2004. Maria has worked at 2 firms and has passed the Series 63, Series 99TO, Series 79TO, SIE, Series 7, Series 14 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Maria Teresa Alessi | Maria Teresa Germano

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 Teresa Germano-alessi'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

February 8, 2005 - Present

HENLEY & COMPANY LLC

Office #1: 506 Rxr Plaza, Uniondale, NY 11556
BD
CRD#: 131453
UNIONDALE, NY
Past

June 23, 2004 - February 2, 2005

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
ST. PETERSBURG, FL

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
New York
(2/8/2005)

Exams


State Security Law Exam
RR
Series 63
Date: 8/17/2004
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


H&
HENLEY & COMPANY LLC
HENLEY & COMPANY LLC

CRD#: 131453 / SEC#: , 8-66463

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


Main Address
506 Rxr Plaza, Uniondale, NY 11556
Mailing Address
506 Rxr Plaza, Uniondale, NY 11556
Phone number
(516) 794-5520
Established
New York since 03/30/2004
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 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#
GEMINO, FRANCIS PATRICKPRESIDENT; CEO; MANAGING MEMBER219616
ALBANESE, JAMES JOSEPHSENIOR VICE PRESIDENT, ROSFP1699997
FORTINO, ROBERT ANTHONYFINOP1905741
GERMANO-ALESSI, MARIA TERESACHIEF COMPLIANCE OFFICER4404986
LADERER, MICHAEL JOHNMANAGING DIRECTOR1436877

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


HENLEY & COMPANY LLC

CRD#: 131453Uniondale, NY 11556

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