Unclaimed
Maia Kristiane Agerup is a financial professional registered with UBS Asset Management (us) Inc. in New York, NY. Maia has been in the industry since 2021 and has passed the Series 7TO, Series 63, and SIE exams. Maia is registered to offer securities in New York. Prior to joining UBS Asset Management (us) Inc., Maia was employed by CREDIT SUISSE SECURITIES (USA) LLC.
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.
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.
1
2
NY
05/01/2024 - Present
UBS Asset Management (us) Inc. (New York NY)
NY
08/07/2021 - 05/01/2024
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
BC
Issued 08/15/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/07/2021
Series 7TO - General Securities Representative Examination
BC
Issued 05/26/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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