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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eleanor? Claim Your ProfileEleanor Maguire is a financial advisor at Pathstone. Eleanor has over 20 years of experience in the financial services industry. She is a registered Investment Advisor Representative in Virginia. Eleanor has experience working with high-net-worth individuals, corporations, investment companies, charitable organizations, pooled investment vehicles, and pension plans. Eleanor holds the Series 3, 7, 63, 65, and 66 licenses. Eleanor previously worked at McLaughlin Ryder Investments, Inc. and Coburn & Meredith, Inc.
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.
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.
Family office services - expense management, bill pay, insurance advisory, concierge service, philanthropic advisory
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.
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.
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2
NJ
08/29/2022 - Present
Pathstone (ENGLEWOOD NJ)
VA
05/23/2011 - 04/27/2017
MCLAUGHLIN RYDER INVESTMENTS, INC. (ALEXANDRIA VA)
VA
04/07/2010 - 05/23/2011
COBURN & MEREDITH, INC. (ALEXANDRIA VA)
NY
10/18/2001 - 08/25/2006
GOLDMAN, SACHS & CO. (NEW YORK NY)
BC
Issued 06/21/2010
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/31/2009
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 09/24/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/27/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2001
Series 3 - National Commodity Futures Examination
BC
Issued 10/17/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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