Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maureen? Claim Your ProfileMaureen McPeek is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Maureen has been in the industry since 1991. Maureen holds Series 7, Series 24, Series 31 and SIE licenses and is registered in 31 states. Previously, Maureen was a financial advisor at MORGAN STANLEY and CITIGROUP GLOBAL MARKETS INC..
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.
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2
FL
05/22/2013 - Present
Wells Fargo Advisors Financial Network, LLC (BONITA SPRINGS FL)
IL
06/01/2009 - 06/13/2013
MORGAN STANLEY (GLENVIEW IL)
IL
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (GLENVIEW IL)
NY
02/23/1993 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IL
12/12/1991 - 02/11/1993
HELLER CAPITAL MARKETS GROUP, INC. (CHICAGO IL)
IA
Issued 03/02/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/29/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/11/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 06/07/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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