Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maureen? Claim Your ProfileMaureen Elliott is a registered investment advisor representative with Edward Jones. Maureen has been in the industry since November 2009. Maureen holds Series 6, 7, 63 and 66 licenses. Maureen has been with Edward Jones since April 2011. Prior to that, Maureen was employed by KEY INVESTMENT SERVICES LLC. Maureen has been registered in a number of states and currently holds active registrations in Michigan and Texas. Maureen specializes in working with individuals, businesses, partnerships, investment clubs, charitable organizations, and pension and profit-sharing plans. Maureen provides financial planning services, 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.
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.
See schedule d - miscellaneous
1
2
MI
01/17/2019 - Present
Edward Jones (BRIGHTON MI)
MI
11/10/2009 - 04/29/2011
KEY INVESTMENT SERVICES LLC (ANN ARBOR MI)
BOTH
Issued 02/01/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/09/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2010
Series 7 - General Securities Representative Examination
BC
Issued 11/09/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Maureen Elliott is the right advisor for you? Invested Better is here to help.
