Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maria? Claim Your ProfileMaria McKeon is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. located in FLEMINGTON, NJ. Maria has been in the industry for 14 years and holds the following licenses and registrations: Series 63, Series 66, Series 7, Series 53 and SIE. Maria has experience in both the brokerage and investment advisory industries. Maria also holds a FINRA Series 53 license. Maria's primary firm has been Merrill Lynch, Pierce, Fenner & Smith Inc. since December 2019, but previously worked at MORGAN STANLEY. In addition, Maria holds registrations in 25 states.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NJ
02/03/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (FLEMINGTON NJ)
NJ
03/30/2018 - 10/14/2019
MORGAN STANLEY (FLEMINGTON NJ)
NY
03/01/2000 - 02/12/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BOTH
Issued 4/24/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 2/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/30/2018
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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