Unclaimed
Mariam Apoian Spaulding is an investment professional with over 20 years of experience in the financial industry. Mariam is registered with GWN Securities Inc. and is currently located in Palm Beach Gardens, Florida. Mariam has previously held positions at VOYA FINANCIAL ADVISORS, INC. and VALIC FINANCIAL ADVISORS, INC., as well as SECURITIES MANAGEMENT & RESEARCH, INC.. Mariam provides a variety of services to individual and corporate clients, including financial planning, market timing services, and portfolio management. Mariam is committed to providing her clients with personalized attention and comprehensive financial solutions.
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.
Helps you choose top advisors aligned with your financial goals.
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.
In lieu of hourly fee, ia can charge a flat fee
1
2
FL
01/03/2023 - Present
GWN Securities Inc. (PALM BEACH GARDENS FL)
FL
12/17/2012 - 12/31/2022
VOYA FINANCIAL ADVISORS, INC. (CORAL SPRINGS FL)
FL
07/13/2006 - 12/13/2012
VALIC FINANCIAL ADVISORS, INC. (WEST PALM BEACH FL)
IA
04/02/2001 - 06/26/2006
SECURITIES MANAGEMENT & RESEARCH, INC. (CEDAR RAPIDS IA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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