Maria Elizabeth Bongiovanni

Current Employers

Employment History

• 05/2012 → Present
  Secure Asset Mangement
  Troy, MI
• 05/2012 → Present
  Secure Investor'S Group
  Troy, MI
• 01/2013 → Present
  Secure Tax Services
  Troy, MI
• 05/2015 → 12/2016
  Concorde Investment Services, Llc
  Troy, MI
• 03/2017 → 11/2019
  Aurora Securities
  Troy, MI
• 09/2019 → Present
  Osaic Wealth, Inc.
  Southfield, MI

Previous Registrations

• 2012-07-03 → 2019-11-25
  Secure Asset Management, L.L.C.
  Troy, MI
• 2012-05-24 → 2012-08-15
  Investment Research Corp
  Troy, MI
  Denver, CO
• 2011-02-02 → 2012-05-16
  Hantz Financial Services, Inc.
  Clinton Township, MI
  Romeo, MI

Other Businesses

1. NOBELMARK FINANCIAL STRATEGIES - SECURITIES POSITION: Registerd Rep / IAR NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 100 START DATE: 11/01/2019 ADDRESS: 64845 Van Dyke, Suite 3, Washington Twp MI 48095, United States DESCRIPTION: Sales/marketing of securities, investment advisory and insurance products. 2. NOBLEMARK FINANCIAL STRATEGIES - FIXED INSURANCE POSITION: Investment Advisor Representative NATURE: Marketing name used for fixed insurance business but it is not a legal entity. INVESTMENT RELATED: Yes NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 12 START DATE: 11/01/2019 ADDRESS: 64845 Van Dyke, Suite 3, Washington Twp MI 48095, United States DESCRIPTION: Sales/Marketing of Fixed Annuities and Non-Variable Insurance 3. NOBLEMARK TAX POSITION: Tax Preparer NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 11/01/2019 ADDRESS: 64845 Van Dyke, Suite 3, Washington Twp MI 48095, United States DESCRIPTION: Input data for tax return preparation. 4. VERLINDE INSURANCE AGENCY - P&C BROKERAGE POSITION: Agent NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 03/10/2021 ADDRESS: 68364 Main St, Richmond MI 48062, United States DESCRIPTION: Sale of property & Casualty insurance products 5. VERLINDE INSURANCE AGENCY - BOARD MEMBER POSITION: Non-Profit/Board member NATURE: The entity has a State of Michigan corporate insurance license. Per the State, the corporate license needs to include a DLRP (Designated Licensed Resident Producer) in order to pay commissions to the entity. As the DLRP for Verlinde Insurance Agency, I am on the board of directors in a non-voting/non-compensation capacity. Commissions will be paid to a licensed agent and/or the Corporation. This is for fixed products only (non-security). INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 03/10/2021 ADDRESS: 68364 Main St, Richmond MI 48062, United States DESCRIPTION: Non-shareholder; non-voting; non-equity board member. Do not participate financially with this entity.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-05-18
• S63 Uniform Securities Agent State Law Examination
  2007-01-13

Other Names

• Maria E Leone
• Maria Elizabeth Leone