Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maggie? Claim Your ProfileMaggie Piccirillo is a financial advisor with CliftonLarsonAllen Wealth Advisors, LLC in West Hartford, CT. Maggie has been working in the financial industry since 2012 and holds the Series 3, 7, and 63 licenses. Maggie is also a Certified Financial Planner. Maggie's previous experience includes roles at Fidelity Brokerage Services LLC and LPL Financial LLC. Maggie's firm, CliftonLarsonAllen Wealth Advisors, LLC, is a registered investment advisor with the SEC. The firm provides financial planning, portfolio management, and pension consulting services to individuals, businesses, 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.
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.
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2
CT
07/30/2024 - Present
Cliftonlarsonallen Wealth Advisors, LLC (West Hartford CT)
CT
12/18/2019 - 05/09/2022
FIDELITY BROKERAGE SERVICES LLC (WEST HARTFORD CT)
MA
12/16/2016 - 12/04/2019
LPL FINANCIAL LLC (WESTBOROUGH MA)
ME
11/04/2011 - 02/26/2013
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
BC
Issued 01/25/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/31/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2016
Series 7 - General Securities Representative Examination
BC
Issued 12/18/2012
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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