Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Magay? Claim Your ProfileMagay Lyn Shepard is a financial advisor in CHARLOTTE, NC. Magay has been in the securities industry since January 21, 1986. Magay is registered with Stifel, Nicolaus & Company, Inc. and has been with them since April 2009. Previously, Magay was registered with WACHOVIA SECURITIES, LLC and A. G. EDWARDS & SONS, INC. Magay has a Series 63, SIE and Series 7 licenses. Magay is a Certified Financial Planner.
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.
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
NC
10/10/2018 - Present
Stifel, Nicolaus & Company, Inc. (CHARLOTTE NC)
NC
01/01/2008 - 04/21/2009
WACHOVIA SECURITIES, LLC (CHARLOTTE NC)
NC
08/31/1990 - 01/03/2008
A. G. EDWARDS & SONS, INC. (CHARLOTTE NC)
NY
01/22/1986 - 10/03/1990
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
BC
Issued 01/28/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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