Maureen McGreevy, financial advisor Freehold NJ

Maureen McGreevy

CRD Number: 3015526
Current Firm: Cuna Brokerage Services, Inc.

Maureen McGreevy (CRD# 3015526) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Freehold, NJ and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Cuna Mutual Group Waverly, IA Apr 2019 - Current 2
Cuna Brokerage Services, Inc. Waverly, IA Jul 2018 - Current 3
United Teltech Financial Federal Credit Union Tinton Falls, NJ Dec 2014 - Apr 2019 4
New Brunswick Health Science Technology High School New Brunswick, NJ Sep 2013 - Jun 2015 1
Unemployed, Substitute Teacher, Bcc Alternatre Route Hazlet, NJ Jul 2012 - Aug 2013 1
Roxbury Hs Succasunna, NJ Sep 2011 - Jun 2012 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2018
S63 Uniform Securities State Law Examination Oct 2018
Contact Info for Maureen T. McGreevy
Phone Number: 319-352-4090
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    3,030
    MILLIONS
  • Total Number of Accounts
    15,081
    ACCOUNTS
  • Average Account Value
    $200,896
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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