Maureen Whelan (CRD# 5133502) is an Investment Advisor Representative working at M.a. Whelan Financial Planning in Cortlandt Manor, NY and has 1 year of experience in the finance industry. Maureen Whelan 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# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
CRD# 5834533
Charles Schwab & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| M. A. Whelan Financial Planning | Peekskill, NY | Mar 2006 - Current | 18 |
- NY
-
Total Assets Under Management44MILLIONS
-
Total Number of Accounts110ACCOUNTS
-
Average Account Value$395,531
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
NY
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