MA
CFP
MA
CFP

Maureen Armstrong

28 Years of Experience
Columbus, OH
BrokerSells Insurance

Maureen Armstrong is a CFP-designated registered investment advisor, based in Columbus, OH, with 28 years of industry experience.

Location

150 E. Broad St., Suite 100, Columbus, OH, 43215

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Maureen is involved in several business activities, including introducing clients to a tax/accounting business, holding assets for profit partners, consulting on insurance products, and acting as a statutory agent. She also serves as a trustee for multiple trusts and works as an advisor for AA Financial Advisors, dedicating about half of her time to this role.

Employment History
Current Registrations
Kestra Investment Services, LLC
April 2006 - Present · 20 yrs 1 mo
Kestra Investment Services, LLCBroker
April 2006 - Present · 20 yrs 1 mo
Aa Financial Advisors, LLC
March 2006 - Present · 20 yrs 2 mos
Previous Registrations
Antolino and Associates, INC.
June 2001 - December 2005 · 4 yrs 6 mos
Walnut Street Securities, INC.Broker
February 1998 - May 2006 · 8 yrs 3 mos
State Registrations2 states
OHTN
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Maureen Armstrong - Financial Advisor | TrueAdvisor