Unclaimed
Maggie Van Dehn is a financial professional with over 20 years of experience in the industry. Maggie currently works at Fidelity Brokerage Services LLC. Prior to joining Fidelity, Maggie worked at TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC. Maggie holds the Series 6, 7, 24 and 63 licenses as well as the SIE exam.
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.
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.
1
2
MA
07/30/2021 - Present
Fidelity Brokerage Services LLC (BOSTON MA)
CO
01/03/2005 - 12/21/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)
MA
09/28/2004 - 12/07/2004
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
05/20/1999 - 10/08/2003
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, INC. (NEW YORK NY)
BC
Issued 06/18/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/04/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2005
Series 7 - General Securities Representative Examination
BC
Issued 05/17/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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