Unclaimed
Maren Hagberg is a financial advisor who has been working in the industry since 2000. She is a Registered Representative of Navy Federal Investment Services, LLC, with offices in Annapolis, MD and Vienna, VA. Maren is also an Investment Advisor Representative of Navy Federal Investment Services, LLC in Maryland, North Carolina, Georgia and Washington. Previously, Maren worked for CUNA Brokerage Services, Inc., Raymond James Financial Services, Inc., and Morgan Stanley DW Inc. Maren has experience in providing financial planning services, educational seminars, and selection of other advisers. Maren's primary focus is on providing financial advice to individuals and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
MD
04/19/2022 - Present
Navy Federal Investment Services, LLC (ANNAPOLIS MD)
MD
04/18/2006 - 07/03/2006
CUNA BROKERAGE SERVICES, INC. (ANNAPOLIS MD)
MD
10/27/2005 - 04/05/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (ANNAPOLIS MD)
IA
07/21/2004 - 10/25/2005
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
NY
11/15/2000 - 07/12/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 12/12/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 11/14/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Maren Hagberg is the right advisor for you? Invested Better is here to help.