Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maureen? Claim Your ProfileMaureen Wilson is a financial advisor with J.P. Morgan Securities LLC. Maureen has over 18 years of experience in the financial industry. Maureen is registered to provide investment advice in all 50 states and the District of Columbia. Maureen has obtained the Series 6, Series 7, Series 63, and Series 66 licenses. Maureen also holds the Certified Financial Planner designation. Maureen’s previous experience includes roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Chase Investment Services Corp., Banc One Securities Corporation, and Bank of America Investment Services, Inc.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
MA
02/03/2023 - Present
J.p. Morgan Securities LLC (BOSTON MA)
MA
10/27/2014 - 02/06/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WORCESTER MA)
OK
07/06/2005 - 06/07/2007
CHASE INVESTMENT SERVICES CORP. (OKLAHOMA CITY OK)
IL
03/01/2005 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MA
10/20/2004 - 12/16/2004
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
04/16/2004 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
BOTH
Issued 11/24/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/30/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2014
Series 7 - General Securities Representative Examination
BC
Issued 04/15/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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