Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deirdre? Claim Your ProfileDeirdre McElroy is a financial advisor with over 20 years of experience in the industry. Deirdre is a Certified Financial Planner™ professional and has Series 6, 7, 31, and 66 securities licenses, along with a Series 63 license for Maryland. Deirdre is currently registered with LPL Financial LLC. Deirdre has previously worked at CITIGROUP GLOBAL MARKETS INC., LEGG MASON WOOD WALKER, INCORPORATED and T. ROWE PRICE INVESTMENT SERVICES, INC. Deirdre specializes in working with individuals, high-net-worth individuals, corporations, and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MD
12/20/2007 - Present
LPL Financial LLC (COLUMBIA MD)
MD
01/14/2005 - 06/21/2007
CITIGROUP GLOBAL MARKETS INC. (BALTIMORE MD)
MD
08/08/2001 - 01/27/2005
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NA
07/29/1993 - 08/02/1994
T. ROWE PRICE INVESTMENT SERVICES, INC.
BOTH
Issued 08/29/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/25/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 08/07/2001
Series 7 - General Securities Representative Examination
BC
Issued 05/14/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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