Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maureen? Claim Your ProfileMaureen Zavatone is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Maureen has been in the industry since June 12, 2015 and has experience working with individuals, high-net-worth individuals, corporations, and charitable organizations. Maureen provides portfolio management services, investment advisory services, financial planning, and pension consulting. Maureen is registered with the state of Connecticut and is also registered with FINRA.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
CT
05/04/2018 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (HARTFORD CT)
CT
08/04/2015 - 04/09/2018
MORGAN STANLEY (ESSEX CT)
BC
Issued 08/11/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/19/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2015
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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