Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maureen? Claim Your ProfileMaureen Moynihan is an experienced financial professional with over 20 years of experience in the industry. Maureen is currently registered with Osaic Wealth, Inc. and is located in Scottsdale, Arizona. Maureen has held previous roles at various firms including Woodbury Financial Services, Inc., FSC Securities Corporation, Royal Alliance Associates, Inc., SagePoint Financial, Inc., CRI Securities, LLC, and Securian Financial Services, Inc.. Maureen holds the Series 7, Series 24, and SIE licenses, and specializes in a variety of financial services including financial planning, portfolio management, and pension consulting.
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.
A percentage of the total value of assets under management is charged.
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2
AZ
01/19/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
MN
05/03/2006 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
07/29/2013 - 07/10/2019
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
07/29/2013 - 07/10/2019
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
AZ
07/29/2013 - 07/10/2019
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
MN
01/24/2002 - 04/12/2006
CRI SECURITIES, LLC (ST PAUL MN)
MN
09/28/2001 - 04/12/2006
SECURIAN FINANCIAL SERVICES, INC. (ST PAUL MN)
BC
Issued 07/25/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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