Unclaimed
Mariday Taruc has been an active investment professional for over 20 years. Mariday is currently registered with GWN Securities Inc. and has previous experience with Great American Advisors, Inc., Consumer Concepts Investments, Inc., American General Securities Incorporated, Continental Capital Investment Services, Inc., and Woodbury Financial Services, Inc. Mariday is a Series 6, Series 63, and Series 65 licensed professional and specializes in providing financial planning and market timing services to high-net-worth individuals and corporations.
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
07/15/2010 - Present
GWN Securities Inc. (PALM BEACH GARDENS FL)
CA
06/15/2006 - 07/16/2010
GREAT AMERICAN ADVISORS, INC. (IRVINE CA)
GA
03/11/2003 - 05/31/2006
CONSUMER CONCEPTS INVESTMENTS, INC. (AUSTELL GA)
AZ
05/22/2002 - 03/25/2003
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
OH
11/15/2001 - 05/20/2002
CONTINENTAL CAPITAL INVESTMENT SERVICES, INC. (BRYAN OH)
MN
08/07/2001 - 11/09/2001
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
IA
Issued 10/12/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/14/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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