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Mariah Lynn Day is a registered Investment Advisor Representative with Captrust, an investment advisory firm headquartered in Raleigh, NC. Mariah has been working in the financial services industry for over 10 years and has expertise in areas such as portfolio management, financial planning, and pension consulting. Mariah holds a Series 63 and a Series 65 license, as well as the SIE exam, demonstrating her knowledge and dedication to providing sound financial advice. Mariah holds a Series 6TO license and is registered in Indiana and Texas. Mariah works with a variety of clients, including individuals, high-net-worth individuals, families, trusts, retirement plans, and corporations. Mariah previously worked at Northwestern Mutual Investment Services LLC. Mariah is committed to providing personalized service and helping her clients achieve their financial goals.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
IN
10/31/2023 - Present
Captrust (INDIANAPOLIS IN)
IN
11/12/2021 - 05/10/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Indianapolis IN)
IA
Issued 10/28/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/14/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/12/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/15/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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