Unclaimed
Mary Beth Syal has been an active investment advisor for over 30 years. Mary Beth currently works for Payden & Rygel and is registered in California. Mary Beth has a diverse background in the financial industry and has held a variety of roles in the past. Mary Beth specializes in portfolio management for businesses, individuals, investment companies, and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio management for pension and profit sharing plans
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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CA
09/06/1994 - Present
Payden & Rygel (LOS ANGELES CA)
IA
Issued 11/04/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/19/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/06/1987
Series 2 - Non-Member General Securities Examination
Active
Inactive
F
FINRA
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