Maureen Carrion
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 Carrion, CFP®, who also goes by Maureen Moluski, was a registered financial professional .
Maureen is a previously registered financial professional and started their career in finance in 2009. Maureen had worked at 5 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
March 26, 2018 - November 12, 2020
KEENEY FINANCIAL GROUP INC.
April 25, 2017 - February 7, 2018
BAY POINT WEALTH
January 5, 2011 - March 31, 2017
CHOREO, LLC
January 5, 2010 - January 3, 2011
PARR FINANCIAL SOLUTIONS, INC.
April 13, 2009 - December 10, 2009
BALTIMORE WASHINGTON FINANCIAL ADVISORS INC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Current Firm
KEENEY FINANCIAL GROUP INC.
CRD#: 281333 / SEC#: 801-106762
Contact information
Regulatory assets under management
| Total Number of Accounts | 1,179 |
| AUM (Assets Under Management) | $ 385,599,261 |
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.
