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MW

Maureen A. Wilke

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CRD#: 1056254
MW

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Maureen Ann Wilke, who also goes by Maureen Ann Coffey, Maureen Ann Wilkecoffey, was a registered financial professional .

Maureen is a previously registered financial professional and started their career in finance in 1982. Maureen had worked at 8 firms and has passed the Series 63, Series 66, Series 7TO, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Maureen Ann Coffey | Maureen Ann Wilkecoffey

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

February 11, 2019 - September 14, 2020

NORTHERN CAPITAL SECURITIES CORPORATION

BD
CRD#: 40659
Western Springs, IL
Past

January 2, 2015 - April 1, 2016

FIRST DOMINION CAPITAL CORP.

BD
CRD#: 16330
RICHMOND, VA
Past

October 6, 2010 - December 31, 2012

AUSDAL FINANCIAL PARTNERS, INC.

BD
CRD#: 7995
WHEATON, IL
Past

August 8, 2010 - December 31, 2012

AUSDAL FINANCIAL PARTNERS, INC.

RIA
CRD#: 7995
WHEATON, IL
Past

August 5, 2008 - September 26, 2008

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
DOWNERS GROVE, IL
Past

November 7, 2005 - June 23, 2006

GUGGENHEIM INVESTMENTS

RIA
CRD#: 129288
LISLE, IL
Past

September 7, 2004 - June 23, 2006

GUGGENHEIM FUNDS DISTRIBUTORS, LLC

BD
CRD#: 39805
CHICAGO, IL
Past

May 19, 2000 - July 29, 2003

CADARET, GRANT & CO., INC.

BD
CRD#: 10641
SYRACUSE, NY
Past

September 20, 1990 - July 13, 1998

NUVEEN SECURITIES, LLC

BD
CRD#: 469
CHICAGO, IL
Past

August 26, 1982 - March 20, 1989

NUVEEN SECURITIES, LLC

BD
CRD#: 469
CHICAGO, IL

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 4/26/2019
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 11/1/2005
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 7/11/2022
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


NC
NORTHERN CAPITAL SECURITIES CORPORATION
NORTHERN CAPITAL SECURITIES CORPORATION | SCOTT, STARR SECURITIES, INC.

CRD#: 40659 / SEC#: , 8-49130

Massachusetts
Registered Investment Advisory firm - SEC (2/6/2017 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information


Main Address
50 High Street 4th Floor, North Andover, MA 01845
Mailing Address
50 High Street 4th Floor, North Andover, MA 01845
Phone number
(978) 289-1000
Established
Massachusetts since 02/16/1996
Firm type
Corporation
Fiscal year end
October
Firm Size
Small
# of Employees
15

FINRA licenses (25 States and Territories)


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Documents


Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
OLDAKER, DAVID GRANTCHIEF EXECUTIVE OFFICER2606043
OLDAKER, DAVID GRANTCHIEF COMPLIANCE OFFICER2606043
RYE, STEPHEN GILBERTPRESIDENT2127156

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


NORTHERN CAPITAL SECURITIES CORPORATION

CRD#: 40659

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