Unclaimed
Maureen MacKowski is a financial advisor at Uhlmann Price Securities, LLC in Skokie, IL. Maureen has over 40 years of experience in the financial services industry and has held registrations with several firms including Purshe Kaplan Sterling Investments, Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, UBS PaineWebber Inc., and Dean Witter Reynolds Inc. Maureen holds Series 7, Series 63, and Series 65 licenses, and is registered in California and Colorado.
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.
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.
1
2
IL
09/08/2022 - Present
Uhlmann Price Securities, LLC (SKOKIE IL)
CA
11/10/2016 - 09/09/2022
PURSHE KAPLAN STERLING INVESTMENTS (Sausalito CA)
CA
03/03/2003 - 11/21/2016
LINCOLN FINANCIAL ADVISORS CORPORATION (SAUSALITO CA)
IN
03/03/2003 - 05/04/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NJ
07/14/2000 - 03/10/2003
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
06/11/1979 - 07/18/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 10/19/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/13/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1979
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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