Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jaclyn? Claim Your ProfileJaclyn Maurer Maya is a financial advisor at LPL Financial LLC in Fort Mill, SC. Jaclyn has over 15 years of experience in the financial services industry. Jaclyn holds Series 7, 9, 10, 63, and 66 licenses, as well as the SIE exam. Jaclyn specializes in providing financial advice to individuals, families, businesses, and charitable organizations.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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 and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
SC
04/05/2018 - Present
LPL Financial LLC (FORT MILL SC)
NC
03/25/2017 - 03/20/2018
MML INVESTORS SERVICES, LLC (CHARLOTTE NC)
NC
09/13/2016 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (CHARLOTTE NC)
NC
07/24/2015 - 07/01/2016
METLIFE SECURITIES, INC (CHARLOTTE NC)
NC
01/13/2014 - 07/21/2015
UBS FINANCIAL SERVICES INC. (CHARLOTTE NC)
AZ
11/01/2011 - 12/26/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)
FL
07/01/2010 - 10/21/2011
AMERIPRISE FINANCIAL SERVICES, INC. (BOCA RATON FL)
NY
11/14/2006 - 06/08/2010
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NY
09/27/2006 - 11/10/2006
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 11/25/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/08/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/03/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/14/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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