Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maureen? Claim Your ProfileMaureen Sheehan is a financial professional with over 25 years of experience in the financial services industry. Maureen is currently registered with Wells Fargo Clearing Services, LLC and has previously worked for EDWARD JONES and WALNUT STREET SECURITIES, INC.. Maureen is a Series 7 and SIE licensed representative. Maureen has a deep understanding of the financial markets and a commitment to providing personalized financial advice to her clients. Maureen specializes in providing financial planning and portfolio management services to individuals, families, and businesses. Maureen is committed to helping clients achieve their financial goals.
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
MO
07/05/2024 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
MO
06/21/2021 - 01/25/2023
EDWARD JONES (ST. LOUIS MO)
MO
03/02/2009 - 02/05/2021
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
CA
06/19/1996 - 03/05/2009
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1996
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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