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ME

Maryanne Elias

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CRD#: 826255
ME

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.

Maryanne Elias, who also goes by Maryanne Lenarcen, was a registered financial professional .

Maryanne is a previously registered financial professional and started their career in finance in 1976. Maryanne had worked at 9 firms and has passed the SIE, Series 7, Series 53 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Maryanne Lenarcen

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

November 8, 2006 - July 26, 2011

DEAM INVESTOR SERVICES, INC.

BD
CRD#: 754
NEW YORK, NY
Past

November 8, 2006 - July 30, 2021

DWS DISTRIBUTORS, INC.

BD
CRD#: 37306
NEW YORK, NY
Past

August 3, 2004 - October 17, 2006

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

BD
CRD#: 20472
NEW YORK, NY
Past

March 24, 2003 - October 17, 2006

TEACHERS PERSONAL INVESTORS SERVICES, INC.

BD
CRD#: 36130
NEW YORK, NY
Past

June 17, 1982 - September 19, 2002

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

March 4, 1980 - February 8, 1982

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
Past

November 24, 1978 - February 11, 1980

PERSHING LLC

BD
CRD#: 7560
Past

January 18, 1977 - November 28, 1978

NUVEEN SECURITIES, LLC

BD
CRD#: 469
Past

September 1, 1976 - January 3, 1977

MOSELEY, HALLGARTEN & ESTABROOK INC

BD
CRD#: 7501

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


General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


DI
DEAM INVESTOR SERVICES, INC.
DEAM INVESTOR SERVICES, INC. | SCUDDER INVESTOR SERVICES, INC. | SCUDDER FUND DISTRIBUTORS, INC.

CRD#: 754 / SEC#: , 8-298

BD
Terminated by SEC on 07/31/2011
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Contact information


Main Address
Mailing Address
Phone number
Established
Massachusetts since 05/12/1947
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
DEUTSCHE INVESTMENT MANAGEMENT AMERICAS INC.SHAREHOLDER
GOLDSTEIN, CLIFFORD IANCHIEF FINANCIAL OFFICER2330535
IRISH, JUDITH LYNNVICE PRESIDENT
ROSNER, CHRISTINE LOUISEPRESIDENT4751095
SARBINOWSKI, JOSEPH WALTERVICE PRESIDENT4539039
WHITE, DONNA MARIECHIEF COMPLIANCE OFFICER2432232

Disclosures


Regulatory Event1

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


DEAM INVESTOR SERVICES, INC.

CRD#: 754

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