Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maureen? Claim Your ProfileMaureen Cunningham is a financial advisor at Janney Montgomery Scott LLC with over 20 years of experience in the industry. Maureen holds Series 7, 31, 63, and 66 licenses and is registered in several states. In addition to her work at Janney Montgomery Scott, Maureen has previously worked at Morgan Stanley DW INC. Maureen provides financial planning, portfolio management, and educational seminars to individual and corporate clients.
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.
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.
Fee plus commission
1
2
PA
11/02/2006 - Present
Janney Montgomery Scott LLC (PHILADELPHIA PA)
PA
05/09/2005 - 11/03/2006
MORGAN STANLEY DW INC. (PHILADELPHIA PA)
PA
08/02/1999 - 05/20/2005
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
BOTH
Issued 05/26/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/13/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 07/31/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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