Unclaimed
Mariah Dehaven is a financial advisor at Edelman Financial Engines. Mariah has been in the financial industry for over 20 years and has a wide range of experience in providing financial advice to individuals, families, and businesses. Mariah is a Certified Financial Planner (CFP®). Mariah is registered to provide investment advice in Texas and Virginia.
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.
Set-up fees & related svcs; reimbursements for printed materials
1
2
VA
11/01/2018 - Present
Edelman Financial Engines (ASHBURN VA)
VA
05/12/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (ASHBURN VA)
VA
02/24/2012 - 05/04/2016
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (FAIRFAX VA)
VA
03/29/2006 - 01/19/2012
PNC INVESTMENTS (ASHBURN VA)
GA
11/07/2003 - 03/09/2006
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
NY
10/07/2003 - 11/03/2003
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
12/10/2002 - 10/21/2003
AXA ADVISORS, LLC (NEW YORK NY)
TX
01/14/1998 - 10/24/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 02/27/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/21/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/31/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/07/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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