Unclaimed
Maureen Ellen Hamblin is a financial advisor who has been in the industry since 1997. Maureen is currently registered with Pentegra Investors, Inc. and has been with the firm since 2007. Maureen is also registered in the state of New Jersey as an Investment Advisor Representative. Previously, Maureen was employed with Sanford C. Bernstein & Co., Inc. in New York, NY. Maureen holds a Series 7, Series 63, and Series 65 license, and is also licensed in the states of California, Illinois, and Washington. Maureen offers comprehensive advice to third party internal investment committees and provides portfolio management services for individuals, businesses, and pooled investment vehicles. Maureen is also a yoga instructor and dedicates approximately eight hours per month to this activity.
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.
Guidance on pension options to ensure a secure financial future.
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.
Comprehensive advice to third party internal investment committees
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
NY
11/16/2007 - Present
Pentegra Investors, Inc. (WHITE PLAINS NY)
NY
07/06/1996 - 02/11/1997
SANFORD C. BERNSTEIN & CO., INC. (NEW YORK NY)
IA
Issued 12/05/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/22/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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