Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maureen? Claim Your ProfileMaureen O'Donnell is an active Registered Representative and Investment Advisor Representative, holding licenses in both Broker-Dealer and Investment Advisor capacities. Maureen has been active in the industry since 2011, gaining a wide range of experience across different financial institutions. Maureen currently works for J.P. Morgan Securities LLC as a Financial Advisor, offering services including financial planning, portfolio management for individuals and businesses, and pension consulting. Prior to joining J.P. Morgan Securities LLC, Maureen worked at Wells Fargo Clearing Services, LLC.
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
CA
04/21/2023 - Present
J.p. Morgan Securities LLC (LA MESA CA)
CA
06/29/2011 - 01/25/2023
WELLS FARGO CLEARING SERVICES, LLC (IRVINE CA)
BOTH
Issued 09/11/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/21/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/02/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2013
Series 3 - National Commodity Futures Examination
BC
Issued 06/28/2011
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
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