Claim Profile
Unclaimed Profile
MM

Maureen Melodee Maloney

PFG ADVISORS, LLC·PHOENIX, Arizona
SIE, Series 24, Series 63Clean recordPFG ADVISORS, LLC
3200 N. CENTRAL AVE, PHOENIX, AZ 85012CRD# 4375865Firm CRD# 173344

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Maureen Melodee Maloney · PHOENIX, AZ
Registration
CRD #4375865 · PFG ADVISORS, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 24
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
PFG ADVISORS, LLC
CRD 173344 · SEC 801-80797
AUM
$2.3B
Regulatory assets under management
Employees
115
11,752 client accounts
Services offered by PFG ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Introduction

Speak with Maureen

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Maureen is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in PHOENIX?

Browse all registered financial advisors in PHOENIX, Arizona or claim this profile if it's yours.

04

Frequently Asked Questions

What services does Maureen Melodee Maloney offer?
Maureen Melodee Maloney specializes in Financial Planning, Investment Management. Contact their office in PHOENIX, Arizona for a consultation.
What are Maureen Melodee Maloney's credentials?
Maureen Melodee Maloney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Maureen Melodee Maloney located?
Maureen Melodee Maloney is based in PHOENIX, Arizona, working with PFG ADVISORS, LLC. Their office serves clients in the PHOENIX metropolitan area and surrounding communities.
How does Maureen Melodee Maloney charge for services?
Maureen Melodee Maloney's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PFG ADVISORS, LLC?
PFG ADVISORS, LLC has approximately 115 employees and manages $2.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →