Giro Maddaluna

Giro Maddaluna

Financial Planner in New York
 

Currently employed at New York Life

Previous: Eagle Strategies

 

Previous: Fairleigh Dickinson University

 

    Summary

    For the past five years, Giro Maddaluna has worked as a Financial Services Professional* with New York Life in Saddle Brook, New Jersey. During his time with the firm, he has helped clients create the financial and insurance plans necessary to help them achieve their financial goals and objectives. In particular, Giro Maddaluna focuses much of his activity on areas such as asset protection, retirement savings and distribution, legacy planning, and college savings. He holds Series 7, Series 63, Series 66, and Life & Health licenses. Giro Maddaluna received his bachelor’s degree in accounting from Fairleigh Dickinson University in Madison, New Jersey. He spent the early years of his career as an intern and part-time Client Service Associate (CSA) with the Spitz/McGee Financial Group at UBS Financial Service. After several months as an intern with UBS, Giro Maddaluna accepted an offer to become a branch examiner with UBS Financial Services, where he helped ensure compliance with the regulations and policies set forth by the FINRA, SEC, NYSE, and the firm itself. *Giro Maddaluna is also a Registered Representative of and offering securities through NYLIFE Securities LLC, member FINRA/SIPC, A Licensed Insurance Agency, 250 Pehle Ave., Suite 900, Saddle Brook, NJ 07663, 201-845-6900.

Experiences

 

Financial Services Professional

At New York Life

From 2010 to Present
 

Financial Adviser

At Eagle Strategies

From June 2014 to May 2015