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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maureen? Claim Your ProfileMaureen Kearney Clancy is a financial advisor at Wells Fargo Clearing Services, LLC. Maureen has been in the financial industry since 2001. Maureen has a strong track record of providing investment advice and financial planning services to individuals, families, and businesses. Maureen holds a Series 66 license and a Series 7 license. Maureen is registered with the state of New Jersey and the state of New York.
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.
Investment consulting services to institutional clients
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
NY
07/27/2021 - Present
Wells Fargo Clearing Services, LLC (NEW YORK NY)
NY
03/02/2009 - 05/01/2015
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
09/20/2007 - 07/22/2008
MBSC SECURITIES CORPORATION (NEW YORK NY)
NY
05/18/2001 - 09/19/2007
BNY INVESTMENT CENTER INC. (NEW YORK NY)
BOTH
Issued 04/07/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/29/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/01/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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