Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maureen? Claim Your ProfileMaureen Elizabeth Oconnell is an active investment advisor representative, registered with Commonwealth Financial Network, and holds Series 6TO and SIE licenses. Previously, Maureen Elizabeth Oconnell worked at MML Investors Services, LLC, where she held a Series 6TO license. Maureen Elizabeth Oconnell focuses on providing financial planning and investment management services to individuals, corporations, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.
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.
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NC
11/21/2023 - Present
Commonwealth Financial Network (HIGH POINT NC)
NC
02/14/2022 - 09/13/2023
MML INVESTORS SERVICES, LLC (Greensboro NC)
BC
Issued 02/14/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/13/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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