Maureen J. Poplaski
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 Joy Poplaski, CFP®, who also goes by Maureen Mahoney, Maureen Ramistella, was a registered financial professional .
Maureen is a previously registered financial professional and started their career in finance in 2009. Maureen had worked at 1 firm 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
Start date: 2013
Experience
August 27, 2009 - July 31, 2025
LIGHTHOUSE FINANCIAL MANAGEMENT, LLC
State Registrations and Notice Filings
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Visual representation of state registrations
Current Firm
LIGHTHOUSE FINANCIAL MANAGEMENT, LLC
CRD#: 127748 / SEC#: 801-110214
Contact information
Documents
Regulatory assets under management
| Total Number of Accounts | 448 |
| AUM (Assets Under Management) | $ 184,117,678 |
Red Flags
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