Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maura? Claim Your ProfileMaura Coolican is a financial advisor who has been in the industry since 1994. She has worked for Morgan Stanley since 2011. Previously, she was with Credit Suisse Securities and Donaldson, Lufkin & Jenrette. Maura is licensed to provide investment advice in all 50 states and the District of Columbia. She holds several licenses and designations including the Series 7, 9, 10, 24, 63 and SIE. Maura provides financial planning, portfolio management, and investment banking services to a wide range of clients, including individuals, businesses, institutions, and high-net-worth individuals.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
12/12/2021 - Present
Morgan Stanley (New York NY)
NY
06/24/2011 - 03/18/2020
MORGAN STANLEY (PURCHASE NY)
NY
09/08/2016 - 12/18/2017
MORGAN STANLEY & CO. LLC (NEW YORK NY)
NY
01/17/2003 - 06/01/2011
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NJ
04/14/1993 - 01/17/2003
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
BC
Issued 12/29/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/29/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/07/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/15/2013
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Maura Coolican is the right advisor for you? Invested Better is here to help.
