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Maria Curran Williams
MARIA PHELAN CURRAN, MARIA PHELAN WILLIAMS
CRD#: 5538199
IA
B
EDWARD JONESCRD#: 250 9625 Bitter Melon Drive
Angier, NC 27501
Angier, NC 27501
0
Disclosures
15
Years of Experience
View By:
State Registrations
B
Arizona 11/1/2024
B
Nevada 7/6/2023
B
Arkansas 3/27/2024
B
New Jersey 5/24/2022
B
California 5/24/2022
B
New York 1/3/2024
B
Florida 9/14/2021
B
North Carolina 9/14/2021
B
Georgia 9/14/2021
IA
North Carolina 9/14/2021
B
Kentucky 2/13/2025
B
South Carolina 9/14/2021
B
Louisiana 11/1/2024
B
Tennessee 9/14/2021
B
Maryland 1/3/2024
B
Texas 12/5/2024
B
Massachusetts 8/27/2024
IA
Texas 12/6/2024
B
Michigan 9/14/2021
B
Virginia 9/14/2021
B
Minnesota 5/24/2022
B
Washington 9/7/2022
B
Missouri 9/14/2021
B
West Virginia 1/3/2024
B
Montana 5/24/2022
SRO Registrations
B
B
B
B
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IA
Registered with this firm since 9/14/2021
B
Registered with this firm since 9/14/2021
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 07/13/2018 - 09/29/2021 | BOSTON, MA | |
B | 03/14/2013 - 09/24/2021 | CARY, NC | |
IA | 03/20/2013 - 07/13/2018 | CARY, NC | |
IA | 09/08/2009 - 02/26/2013 | ST. LOUIS, MO | |
B | 08/24/2009 - 02/26/2013 | ST. LOUIS, MO |
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.