Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maureen? Claim Your ProfileMaureen Peer is a financial advisor with over 20 years of experience in the financial services industry. Maureen holds multiple securities licenses, including Series 6, 7, 63, and 65. Currently, Maureen is registered with Osaic Wealth, Inc. as a Registered Representative. Maureen offers financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. She is also a licensed insurance agent. Maureen is committed to providing her clients with personalized advice and strategies to help them achieve their financial goals.
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.
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.
1
2
CA
01/24/2025 - Present
Osaic Wealth, Inc. (SAN RAMON CA)
IN
07/18/2002 - 04/06/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NY
03/19/2001 - 08/28/2001
MONY SECURITIES CORPORATION (NEW YORK NY)
NJ
09/03/1997 - 06/17/1999
COPELAND EQUITIES, INC. (SOMERSET NJ)
NA
05/06/1996 - 05/02/1997
JOHN HANCOCK DISTRIBUTORS, INC.
NA
05/06/1996 - 05/02/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
MA
06/27/1995 - 05/02/1997
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
06/27/1995 - 05/02/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 07/07/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/26/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/2004
Series 7 - General Securities Representative Examination
BC
Issued 06/26/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Maureen Peer is the right advisor for you? Invested Better is here to help.
