Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maureen? Claim Your ProfileMaureen Oconnell is a financial advisor with MML Investors Services, LLC, specializing in providing financial advice for individuals, businesses, and institutions. Maureen has been in the financial industry since June 2006, holding positions with several prominent firms. Her expertise in the field is demonstrated through her numerous certifications, including Series 6, Series 7, Series 31, and Series 66.
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.
Asset allocation programs
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.
Solicitors fees
1
2
MA
07/18/2017 - Present
MML Investors Services, LLC (Needham MA)
MA
09/19/2012 - 10/03/2013
SANTANDER SECURITIES LLC (BOSTON MA)
MA
06/18/2012 - 09/19/2012
LPL FINANCIAL LLC (BOSTON MA)
MA
07/13/2009 - 05/22/2012
NYLIFE SECURITIES LLC (WALTHAM MA)
MA
06/02/2006 - 11/19/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WELLESLEY HILLS MA)
MA
12/02/2005 - 06/06/2006
MORGAN STANLEY DW INC. (WELLESLEY MA)
BC
Issued 03/20/2018
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 12/27/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/13/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 12/01/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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