Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maggie? Claim Your ProfileMaggie Smith is a financial advisor currently registered with Next Level Private LLC. Maggie has over 8 years of experience in the financial services industry. Previously, Maggie Bonner was a registered representative with UBS Financial Services, Inc. and Morgan Stanley DW Inc. Maggie has a Series 7, Series 66, and SIE license. Maggie's professional experience and qualifications make her an experienced financial advisor who can help you reach your 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.
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.
A percentage of the total value of assets under management is charged.
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NY
09/04/2021 - Present
Next Level Private LLC (HARRISON NY)
NY
12/12/2013 - 09/14/2021
UBS FINANCIAL SERVICES INC. (WHITE PLAINS NY)
NY
10/28/1996 - 12/19/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 07/30/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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