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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maria? Claim Your ProfileMaria Callaghan is a financial advisor at Northwest Asset Management. Maria has been in the financial services industry since 2011. She holds the Series 6, 7, 63 and 66 licenses and is also a Certified Financial Planner. Maria has experience working with individuals, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. Maria specializes in providing financial planning, portfolio management, and pension consulting services. Northwest Asset Management is an investment advisor with offices in Mercer Island, WA, and Bedford, NH.
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.
Personalized portfolio management to meet individual financial objectives.
Tax preparation
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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NH
09/02/2021 - Present
Northwest Asset Management (Bedford NH)
MA
10/30/2017 - 12/31/2018
CETERA ADVISOR NETWORKS LLC (BOSTON MA)
MA
11/23/2015 - 10/21/2016
SENTINEL SECURITIES, INC. (WAKEFIELD MA)
NH
09/30/2011 - 11/06/2015
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
MA
02/10/2011 - 06/03/2011
NYLIFE SECURITIES LLC (ANDOVER MA)
BOTH
Issued 06/10/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/27/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2011
Series 7 - General Securities Representative Examination
BC
Issued 02/09/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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