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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eithne? Claim Your ProfileEithne Anne McLaren is a financial advisor with Morgan Stanley. Eithne McLaren has been working in the financial industry since 1989 and has held registrations with several firms, including BANC OF AMERICA SECURITIES LLC and DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION. Currently, Eithne Anne McLaren is licensed in 35 states and has several industry exams, including Series 7, Series 63, Series 65 and SIE. Eithne Anne McLaren's areas of expertise include asset allocation, financial planning, pension consulting, and portfolio management.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
06/08/2015 - Present
Morgan Stanley (Los Angeles CA)
CA
08/11/2000 - 02/17/2009
BANC OF AMERICA SECURITIES LLC (LOS ANGELES CA)
NJ
03/08/1988 - 03/26/1999
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NA
05/05/1987 - 04/07/1988
E. F. HUTTON & COMPANY INC
IA
Issued 06/08/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/11/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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