Unclaimed
Bianca Aryal is a financial advisor with Maslow Wealth Advisors located in Austin, Texas. Bianca specializes in providing investment advice to individuals, families, charitable organizations, and pooled investment vehicles. Bianca has been in the financial services industry since 2015 and holds a Series 7, Series 63, Series 65, and Series 99 licenses. Prior to joining Maslow Wealth Advisors, Bianca was a financial advisor with Charles Schwab & Co., Inc. and KMS Financial Services, Inc. Bianca is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
% of assets under other management
1
2
TX
04/14/2023 - Present
Maslow Wealth Advisors (AUSTIN TX)
TX
09/16/2022 - 12/15/2022
CHARLES SCHWAB & CO., INC. (Austin TX)
WA
07/06/2015 - 04/26/2017
KMS FINANCIAL SERVICES, INC. (SEATTLE WA)
IA
Issued 04/14/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/16/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/22/2022
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2015
Series 99 - Operations Professional Examination
Active
Inactive
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