Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Norman? Claim Your ProfileNorman Shaw MacQueen is an investment advisor representative with Thrive Wealth Management, LLC. Norman has been in the financial services industry since 1989. Norman has a Series 6, Series 7, Series 24, Series 63 and Series 65 licenses. Norman has experience working with high-net-worth individuals, corporations, pension and profit sharing plans and charitable organizations.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Percentage of retirement plan assets under advisement
1
2
PA
05/27/2015 - Present
Thrive Wealth Management, LLC (AUDUBON PA)
NY
09/17/2002 - 10/09/2003
MCGINN, SMITH & CO., INC. (ALBANY NY)
NC
10/27/1999 - 05/22/2000
UVEST INVESTMENT SERVICES (CHARLOTTE NC)
NJ
04/25/1997 - 01/29/1998
MAFG RIA SERVICES, INC. (MT. LAUREL NJ)
PA
09/21/1992 - 04/16/1996
SEI FINANCIAL SERVICES COMPANY (OAKS PA)
PA
09/07/1989 - 02/26/1992
VANGUARD MARKETING CORPORATION (MALVERN PA)
NA
05/22/1986 - 10/30/1986
FIRST INVESTORS CORPORATION
IA
Issued 05/06/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/27/1995
Series 24 - General Securities Principal Examination
BC
Issued 06/13/1994
Series 7 - General Securities Representative Examination
BC
Issued 09/05/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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