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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maureen? Claim Your ProfileMaureen Walsh is a financial advisor at Fidelity Personal and Workplace Advisors. Maureen has over 30 years of experience in the financial services industry. Maureen has a broad range of experience and holds licenses in 53 states. Maureen has experience working with high-net-worth individuals, pension and profit-sharing plans, corporations, and individuals. Maureen is also licensed to provide financial planning services. In addition to Maureen’s expertise, Fidelity Personal and Workplace Advisors has over 15,000 advisors nationwide.
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.
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.
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.
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2
IL
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (ORLAND PARK IL)
IL
05/02/2005 - 02/02/2007
A. G. EDWARDS & SONS, INC. (PALOS HEIGHTS IL)
IL
05/26/1993 - 05/06/2005
WILLIAM BLAIR & COMPANY L.L.C. (CHICAGO IL)
NY
08/28/1991 - 06/04/1993
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
NY
08/20/1990 - 10/31/1990
LEHMAN BROTHERS INC. (NEW YORK NY)
IL
08/01/1989 - 06/14/1990
MESIROW CAPITAL, INC. (CHICAGO IL)
NA
07/31/1989 - 08/01/1989
MESIROW CAPITAL, INC.
BOTH
Issued 06/10/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/21/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/22/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/17/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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