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MC

Maureen B. Cooper

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CRD#: 1317408
MC

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 Boland Cooper, who also goes by Maureen Baland Cooper, was a registered financial professional .

Maureen is a previously registered financial professional and started their career in finance in 1984. Maureen had worked at 4 firms and has passed the Series 65, Series 63, Series 7 and Series 8 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Maureen Baland Cooper

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

April 4, 2007 - December 31, 2020

FIDUCIARY INVESTMENT ADVISORS, LLC

RIA
CRD#: 140675
WINDSOR, CT
Past

July 9, 2004 - May 15, 2006

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
HARTFORD, CT
Past

January 28, 1995 - May 15, 2006

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

February 20, 1985 - January 28, 1995

KIDDER, PEABODY & CO. INCORPORATED

BD
CRD#: 7613
NEW YORK, NY
Past

November 21, 1984 - March 4, 1985

LEHMAN BROTHERS INC.

BD
CRD#: 7506

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
IAR
Series 65
Date: 1/23/2002
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 8
Date: 11/26/1993
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm


FI
FIDUCIARY INVESTMENT ADVISORS, LLC
FIDUCIARY INVESTMENT ADVISORS, LLC

CRD#: 140675 / SEC#: 801-66762

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Contact information


Main Address
100 Northfield Drive, Windsor, CT 06095
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

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


FIDUCIARY INVESTMENT ADVISORS, LLC

CRD#: 140675

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