Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maureen? Claim Your ProfileMaureen A. Gallagher is a financial advisor with J.P. Morgan Securities LLC. Maureen has been in the financial services industry for over 33 years and holds licenses for Securities and Investment Advisory. Maureen has experience working with clients across the United States and holds licenses for both Broker-Dealer and Investment Advisor services in various states. Maureen has previous work experience with Morgan Stanley, UBS Financial Services Inc., Wells Fargo Clearing Services, LLC, and Investors Capital Corp.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
IL
08/02/2024 - Present
J.p. Morgan Securities LLC (CHICAGO IL)
CA
07/13/2022 - 07/02/2024
MORGAN STANLEY (Walnut Creek CA)
CA
09/16/2021 - 06/22/2022
UBS FINANCIAL SERVICES INC. (WALNUT CREEK CA)
CA
02/11/2019 - 09/21/2021
MORGAN STANLEY (San Francisco CA)
PA
04/24/2015 - 01/29/2019
WELLS FARGO CLEARING SERVICES, LLC (DOYLESTOWN PA)
PA
02/19/2014 - 04/08/2015
INVESTORS CAPITAL CORP. (HORSHAM PA)
PA
10/24/2011 - 05/14/2013
VANGUARD MARKETING CORPORATION (MALVERN PA)
PA
06/16/2008 - 12/17/2009
LINCOLN INVESTMENT (FORT WASHINGTON PA)
PA
04/02/2007 - 06/16/2008
MORGAN STANLEY & CO. INCORPORATED (JENKINTOWN PA)
PA
01/05/2007 - 04/02/2007
MORGAN STANLEY DW INC. (JENKINTOWN PA)
NJ
07/26/2006 - 12/18/2006
BCG SECURITIES, INC. (CHERRY HILL NJ)
NY
02/21/1996 - 11/05/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
PA
06/10/1993 - 09/26/1995
CUSTODIAN SECURITIES, INC. (WAYNE PA)
NY
10/30/1987 - 07/31/1992
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
03/31/1987 - 07/18/1987
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
NA
05/21/1986 - 03/02/1987
GRUNTAL & CO. INCORPORATED
NA
03/27/1985 - 05/01/1986
QUICK & REILLY, INC.
NA
03/23/1984 - 01/03/1985
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BC
Issued 11/30/2011
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 5/30/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/6/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 5/21/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/2/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/17/1984
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Maureen Gallagher is the right advisor for you? Invested Better is here to help.
Copyright 2024 Invested Better
Invested Better, LLC ("Invested Better") provides a matching service whereby users are connected with third-party financial advisors ("Advisors") who are registered and licensed as financial advisors in the United States and have elected to participate in our matching platform. Information provided by users through our online questionnaire facilitates the determination of suitable Advisor matches. Invested Better receives a set cost per lead compensation from Advisors in exchange for this referral service.
Please be advised that Invested Better does not evaluate the ongoing performance of any Advisor, nor does it participate in the management of user accounts or provide advice regarding specific investments. We do not manage client funds or hold assets in custody. Our role is solely to facilitate connections between users and potentially suitable financial advisors. All investing involves inherent risks, including the potential loss of principal. There is no guarantee that working with an advisor will result in positive returns. Potential downsides include the payment of fees, which can reduce overall returns. The existence of a fiduciary duty does not preclude the potential for conflicts of interest.
Invested Better maintains a directory of all actively registered financial advisors and firms based on the public filings with FINRA and SEC. Advisors and firms may verify their identity to claim and take control to update and edit their profile information. Invested Better does not guarantee the accuracy of any information updated by advisors or firms on their profile.
