Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maureen? Claim Your ProfileMaureen Meehan is a financial advisor who has been in the industry since 1983. Maureen is currently registered with MML Investors Services, LLC. Maureen also has a Non-MMLIA Insurance Brokerage position with a separate firm. Maureen is a Certified Financial Planner. Maureen has experience in Asset Allocation Programs, financial planning, pension consulting, educational seminars, portfolio management for businesses and individuals, and selection of other advisers.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Asset allocation programs
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.
A percentage of the total value of assets under management is charged.
Solicitors fees
1
2
MA
03/25/2017 - Present
MML Investors Services, LLC (WAKEFIELD MA)
MA
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (N. ANDOVER MA)
MA
12/10/2014 - 01/02/2015
NEW ENGLAND SECURITIES (N. ANDOVER MA)
MA
07/13/2007 - 12/09/2014
NEW ENGLAND SECURITIES (N. ANDOVER MA)
MA
06/01/2005 - 07/23/2007
AXA ADVISORS, LLC (NORTH ANDOVER MA)
NY
02/07/1983 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
08/30/2001 - 12/02/2003
TRUSTED SECURITIES ADVISORS CORP. (NEW YORK NY)
NY
02/07/1983 - 10/15/1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)
IA
Issued 06/25/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/24/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/1997
Series 7 - General Securities Representative Examination
BC
Issued 09/18/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/29/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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