Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maurice? Claim Your ProfileMaurice Naylon is a financial advisor with SB Advisory, LLC. Maurice has over 45 years of experience in the securities industry. Maurice has a strong background in insurance and real estate, and he is a chartered financial consultant. Maurice is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). He is also registered in several states, including California, Florida, Illinois, Maryland, New York, Pennsylvania, and Virginia. Maurice specializes in helping individuals and families with their financial planning needs, including retirement planning, college savings, and estate planning.
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.
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NY
04/28/2021 - Present
SB Advisory, LLC (Buffalo NY)
NY
04/28/2021 - 07/26/2023
SAN BLAS SECURITIES LLC (Buffalo NY)
NY
12/21/1999 - 04/16/2021
LINCOLN FINANCIAL ADVISORS CORPORATION (Buffalo NY)
IN
07/18/2002 - 04/12/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NY
03/04/1983 - 02/10/2000
NEW ENGLAND SECURITIES (NEW YORK NY)
CT
06/19/1983 - 01/01/1989
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
NA
07/20/1979 - 02/18/1983
E.I. SALES, INC.
NA
01/03/1977 - 08/09/1979
CG EQUITY SALES COMPANY
BC
Issued 10/26/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1984
Series 7 - General Securities Representative Examination
BC
Issued 12/09/1976
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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