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Alma Maric

Fairvoy Private Wealth, LLC

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About Alma Maric

Alma Maric is a financial advisor who has been in the industry since January 2019. She is currently registered with Fairvoy Private Wealth, LLC in Birmingham, Alabama. Alma previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. She has a Series 7, Series 66, and SIE license. Alma holds a specialization in Retirement Planning, Investment Strategies and Asset Management.

Firm Information

Alma Maric is currently registered with Fairvoy Private Wealth, LLC. Fairvoy Private Wealth, LLC is an independent registered investment advisor (RIA) headquartered in Birmingham, Alabama. With over $460 million in assets under management, the firm primarily serves high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, and corporations or other businesses. The firm offers financial planning and portfolio management services, as well as selection of other advisers. Fairvoy Private Wealth, LLC is committed to providing personalized investment advice and strategies that are tailored to meet the unique needs of each client.
Fairvoy Private Wealth, LLC

ONE PERIMETER PARK SOUTH

BIRMINGHAM, AL 35243

$460.22M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Alma Maric’s Registration & Firm History

AL

04/05/2024 - Present

Fairvoy Private Wealth, LLC (BIRMINGHAM AL)

AL

03/10/2023 - 04/08/2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BIRMINGHAM AL)

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Licenses & Designations

BOTH

Issued 07/05/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/10/2023

Series 7TO - General Securities Representative Examination

BC

Issued 01/09/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alma Maric.
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