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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maureen? Claim Your ProfileMaureen E. Evans is a financial advisor with UBS Financial Services Inc. Maureen has been working in the financial industry for over 20 years. Maureen is registered to offer investment advisory services in Michigan and Texas. Maureen has experience working with high-net-worth individuals, corporations, and other businesses. Maureen can help with financial planning, investment management, and other financial services.
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.
See schedule d - miscellaneous
1
2
MI
12/16/2011 - Present
UBS Financial Services Inc. (FARMINGTON HILLS MI)
MI
03/31/2011 - 12/19/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (AUBURN HILLS MI)
MI
04/03/2009 - 04/07/2010
J.P. MORGAN SECURITIES INC. (BLOOMFIELD HLLS MI)
MI
05/29/2002 - 12/24/2008
CITIGROUP GLOBAL MARKETS INC. (ANN ARBOR MI)
NY
10/21/1998 - 10/13/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
BOTH
Issued 10/13/2009
Series 66 - Uniform Combined State Law Examination
IA
Issued 01/15/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/09/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1998
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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