Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maureen? Claim Your ProfileMaureen Flanagan is a financial advisor who has been in the industry since May 2010. Maureen is currently registered with LPL Financial LLC and has been with the firm since July 2021. Prior to LPL Financial, Maureen was registered with Waddell & Reed and Edward Jones. Maureen is a Series 7 and Series 66 licensed advisor with the FINRA. Maureen's specialties include investment clubs, charitable organizations, high net worth individuals, pension and profit-sharing plans, corporations, and individuals other than high net worth.
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.
Consulting and other non-discretionary advisory services
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.
1
2
MO
07/21/2021 - Present
LPL Financial LLC (SAINT LOUIS MO)
MO
11/10/2015 - 07/21/2021
WADDELL & REED (SAINT LOUIS MO)
MO
03/18/2010 - 09/03/2015
EDWARD JONES (FERGUSON MO)
BOTH
Issued 04/08/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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