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Mariah Marie Maines

Financial Navigators Inc.

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About Mariah Marie Maines

Mariah Marie Maines is a registered Investment Advisor Representative with Financial Navigators Inc. Mariah is based in Quincy, MA. Her professional experience includes employment at TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, J.P. MORGAN SECURITIES LLC, and J.P MORGAN CHASE BANK. Mariah holds Series 66, Series 7TO, SIE and Series 7 licenses.

Firm Information

Mariah Maines is currently registered with Financial Navigators Inc.. Financial Navigators Inc. is an investment advisor with 6 investment adviser representatives. The firm manages approximately $182,162,384 in regulatory assets under management. The firm provides financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans.

$182.16M

Assets Under Management

1,078

Total Clients

4

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting/coaching/student loan advisory

Consulting/coaching/student loan advisory

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

A percentage of client's income

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Mariah Maines’s Registration & Firm History

MA

12/06/2023 - Present

Financial Navigators Inc. (Quincy MA)

MA

03/24/2017 - 11/13/2020

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (WALTHAM MA)

MA

04/02/2013 - 02/06/2017

J.P. MORGAN SECURITIES LLC (BOSTON MA)

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Licenses & Designations

BOTH

Issued 04/26/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/23/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/01/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mariah Marie Maines.
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