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Marina Estela Galeano

M & I Financial Planning Services

Estero, FL

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Current Employers
M & I Financial Planning Services

Mount Kisco, NY • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2022-04-08
  • NY RA
    APPROVED
    Since 2022-04-08

Branch Locations

Estero, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Housewife Briarcliff Manor NY 04/1990 Present
M & I Financial Planning Services Pleasantville NY 04/2003 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-04-11
S63 Uniform Securities Agent State Law Examination 1996-08-13
  • S65 Uniform Investment Adviser Law Examination
    1997-04-11
  • S63 Uniform Securities Agent State Law Examination
    1996-08-13
Other Names
  • Marina Estella Delaney

View on SEC IAPD

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