Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maureen? Claim Your ProfileMaureen McNamara is a financial advisor with over 20 years of experience in the industry. Maureen is currently registered with Citigroup Global Markets Inc. in New York, NY. Previously Maureen was also registered with MORGAN STANLEY and NATEXIS BLEICHROEDER INC. Maureen holds the Series 16 license, and has been active in the industry since 2001.
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.
Asset allocation advice
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
12/13/2005 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
NY
06/02/2009 - 07/18/2013
MORGAN STANLEY (PURCHASE NY)
NY
02/28/2005 - 11/10/2005
NATEXIS BLEICHROEDER INC. (NEW YORK NY)
NY
10/23/2001 - 01/31/2005
CREDIT SUISSE FIRST BOSTON LLC (NEW YORK NY)
BC
Issued 10/17/2001
Series 16 - NYSE Supervisory Analyst Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
New York Stock Exchange
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