Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maureen? Claim Your ProfileMaureen Mickelson Adgar is a financial advisor with over 35 years of experience in the industry. Maureen has worked for several notable firms, including Lehman Brothers Inc., Oppenheimer & Co., Inc., and Citigroup Global Markets Inc. Maureen is currently a registered representative with Morgan Stanley in San Francisco, California. Maureen holds Series 63, Series 7 and SIE licenses. Maureen has an active registration in 53 states, including California, Texas and New York. Maureen has a specializations in “1”, “2”, “3”, “4”, “5”, “6”, “7” and other business interests in real estate.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
03/03/2020 - Present
Morgan Stanley (San Francisco CA)
CA
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SAN FRANCISCO CA)
NY
10/02/1986 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
11/20/1985 - 07/29/1986
OPPENHEIMER & CO., INC.
BC
Issued 12/12/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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