Unclaimed
Maria Henline Crayton is a financial advisor with D.A. Davidson & Co. and has been in the financial services industry since August 20, 1997. Maria has previously worked at Truist Investment Services, Inc., BB&T Securities, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, LPL Financial LLC, Raymond James Financial Services, Inc., UBS PaineWebber Inc., Banc of America Investment Services, Inc., PaineWebber Incorporated, BB&T Investment Services, Inc., and Southern National Investment Services, Inc. Maria is registered to provide investment advice in North Carolina and Texas, and is also registered with FINRA. Maria has a series 63, 66, 7, 9, 10, 24, and SIE license. Maria is licensed to provide investment advice in 3 states.
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.
A percentage of the total value of assets under management is charged.
1
2
NC
05/02/2023 - Present
D.a. Davidson & Co. (Wilmington NC)
NC
02/26/2020 - 07/19/2022
TRUIST INVESTMENT SERVICES, INC. (WILMINGTON NC)
VA
09/12/2017 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
NC
01/20/2015 - 08/16/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WILMINGTON NC)
SC
03/13/2014 - 12/31/2014
LPL FINANCIAL LLC (FORT MILL SC)
NC
10/08/2010 - 03/03/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CARY NC)
SC
05/27/2004 - 07/15/2010
RAYMOND JAMES FINANCIAL SERVICES, INC. (FLORENCE SC)
FL
12/13/2001 - 05/19/2003
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
NY
07/10/2001 - 08/02/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
05/17/2001 - 07/11/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
MA
07/05/2000 - 11/17/2000
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NJ
09/21/1999 - 03/16/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NC
06/17/1997 - 06/16/1999
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NC
07/03/1995 - 04/21/1997
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NC
08/31/1994 - 07/03/1995
SOUTHERN NATIONAL INVESTMENT SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 11/14/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/01/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/04/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/29/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/26/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2017
Series 31 - Futures Managed Funds Examination
BC
Issued 08/30/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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