Unclaimed
Leta Temesia Maye is a registered investment advisor representative with Morgan Stanley. Leta Maye has been in the securities industry since March 9, 2002. Leta Maye is currently registered with the state of Georgia and has been in the industry for over 20 years. Leta Maye has experience with E*TRADE Securities LLC and NCF FINANCIAL SERVICES, INC. Leta Maye holds the Series 63, 66 and 7 securities licenses, as well as the SIE exam. Leta Maye has a strong track record of providing investment advice to a variety of clients, including individuals, families, and institutions. Leta Maye is committed to providing her clients with personalized financial advice and helping them reach 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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
GA
09/05/2023 - Present
Morgan Stanley (Alpharetta GA)
GA
05/15/2006 - 09/05/2023
E*TRADE SECURITIES LLC (Alpharetta GA)
NC
07/28/2004 - 12/31/2004
NCF FINANCIAL SERVICES, INC. (DURHAM NC)
MO
07/23/2002 - 03/05/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NJ
03/02/2000 - 04/18/2002
E*TRADE SECURITIES, INCORPORATED (JERSEY CITY NJ)
BOTH
Issued 02/17/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/25/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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