Invested Better
Unclaimed

Unclaimed

Unclaimed

Maren Phyllis Hagberg

Navy Federal Investment Services, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Maren? Claim Your Profile

About Maren Phyllis Hagberg

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.

Firm Information

Maren Hagberg is currently registered with Navy Federal Investment Services, LLC. Navy Federal Investment Services, LLC is a registered investment advisor based in Vienna, Virginia. They offer financial planning, educational seminars, and portfolio management for individuals and businesses. The firm manages approximately $1 billion to $10 billion in assets and has a strong presence across the United States.
Navy Federal Investment Services, LLC

1007 ELECTRIC AVE

VIENNA, VA 22180

$1.47B

Assets Under Management

Not reported

Total Clients

129

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Maren Hagberg’s Registration & Firm History

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)

Not sure if Maren Phyllis Hagberg is right for you?

Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Maren Phyllis Hagberg.
Not sure if Maren Phyllis Hagberg is right for you?