Maria LipaniCRD Number: 1857446
Current Firm: Citizens Securities, Inc.
Maria Lipani (CRD# 1857446) is an Investment Advisor Representative working at Citizens Securities, Inc. in Rochester, NY and has over 29 years of experience in the finance industry.
Wall Street Financial Group, Inc.
American Portfolios Advisors, Inc.
Sage, Rutty & Company, Inc.
|Cco Investment Services Corp||Rochester, NY||Nov 2008 - Current||9|
|Chase Investment Services||Rochester, NY||Apr 2007 - Nov 2008||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1988|
|S65||NASAA Investment Advisors Law Examination||Aug 2007|
Total Assets Under Management3,586MILLIONS
Total Number of Accounts26,251ACCOUNTS
Average Account Value$136,605
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV