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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mariah? Claim Your ProfileMariah Pelletier is an investment advisor representative with Steward Partners Investment Advisory, LLC. Mariah has been in the industry since October 7, 2018, and has experience in providing financial consulting, financial planning, and portfolio management services to individuals and businesses. Mariah also offers pension consulting services. Mariah is registered with FINRA, the SEC, and the state of Colorado. Prior to joining Steward Partners Investment Advisory, LLC, Mariah worked at RBC Capital Markets, LLC. Mariah is a graduate of Colorado State University, where she earned a Bachelor of Science degree in Business Administration. Mariah is also a Certified Asset Manager (CAM).
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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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2
NY
02/25/2021 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
CO
02/25/2021 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (Ft. Collins CO)
CO
10/08/2018 - 03/09/2021
RBC CAPITAL MARKETS, LLC (FORT COLLINS CO)
IA
Issued 02/02/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/04/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/09/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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