Unclaimed
Maria Shanley is a registered representative with Truist Securities, Inc., with over 14 years of experience in the financial services industry. Maria holds the Series 7, Series 63, Series 87, and SIE licenses. Maria has previously been employed with EVERCORE GROUP L.L.C., INTERNATIONAL STRATEGY & INVESTMENT GROUP LLC, TELSEY ADVISORY GROUP LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and BANC OF AMERICA SECURITIES 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
10/18/2023 - Present
Truist Securities, Inc. (NEW YORK NY)
NY
12/22/2015 - 09/18/2023
EVERCORE GROUP L.L.C. (NEW YORK NY)
NY
07/09/2015 - 12/31/2015
INTERNATIONAL STRATEGY & INVESTMENT GROUP LLC (NEW YORK NY)
NY
05/05/2010 - 05/13/2015
TELSEY ADVISORY GROUP LLC (NEW YORK NY)
NY
01/02/2009 - 01/19/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
10/14/2008 - 01/05/2009
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
BC
Issued 11/25/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2009
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 10/13/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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