Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maureen? Claim Your ProfileMaureen Bloodworth is a financial advisor registered with Wells Fargo Clearing Services, LLC and has been in the industry since 1997. Maureen holds Series 7, 63, and 66 securities licenses, as well as the SIE exam. Maureen has experience working with clients ranging from individuals and high-net-worth individuals to corporations and charitable organizations. Maureen provides a variety of financial services to clients, including financial planning, portfolio management, and investment consulting. Maureen previously worked with A.G. Edwards & Sons, Inc. and has been registered in 21 states.
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
FL
07/16/2013 - Present
Wells Fargo Clearing Services, LLC (PENSACOLA FL)
FL
12/18/1997 - 01/03/2008
A. G. EDWARDS & SONS, INC. (PENSACOLA FL)
BOTH
Issued 06/17/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/29/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1997
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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