Maureen Verduyn (CRD# 1239558) is an Investment Advisor Representative working at The Financial Team, Inc. in Carlsbad, CA and has over 29 years of experience in the finance industry. Maureen Verduyn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5084834
The Wealth Consulting Group
CRD# 2946276
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Great Point Capital, LLC | Chicago, IL | May 2023 - Current | < 1 |
| The Financial Team, Inc. | Carlsbad, CA | Jan 2014 - Current | 10 |
| The Financial Team, Inc. | Carlsbad, CA | Mar 1998 - Current | 26 |
| Jrl Capital Corporation | Newport Beach, CA | Sep 2020 - May 2023 | 2 |
| Independent Financial Group | Carlsbad, CA | Mar 2020 - Sep 2020 | < 1 |
| Rance King Securities | Long Beach, CA | Jul 2010 - Feb 2020 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1994 |
- AZ
- CA
- TX
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Financial planning services
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AZ, CA, TX
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