Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Minnie? Claim Your ProfileMinnie Maurer is a financial advisor with Morgan Stanley. Minnie has over 16 years of experience in the financial services industry. Her previous employment was with Merrill Lynch, Pierce, Fenner & Smith Incorporated. She is registered with the state of Pennsylvania and the state of Texas as a Broker and an Investment Advisor Representative. Minnie Maurer has a strong track record of providing investment advice and financial planning services to individuals, families, and businesses. She is committed to providing her clients with personalized financial solutions that meet their unique needs.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
PA
04/23/2020 - Present
Morgan Stanley (Wyomissing PA)
PA
11/30/2001 - 05/19/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WYOMISSING PA)
BOTH
Issued 02/25/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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