Unclaimed
Maya Aly is a financial advisor registered with Planmember Securities Corp. in Red Bank, New Jersey. Maya has been in the financial industry since 2011 and is a registered representative with FINRA, the Financial Industry Regulatory Authority. Maya previously worked with Securities America, Inc., Citigroup Global Markets Inc., LPL Financial LLC, Wells Fargo Clearing Services, LLC, and AXA Advisors, LLC.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Provides investment supervisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NJ
07/09/2024 - Present
Planmember Securities Corp. (Red Bank NJ)
NY
01/19/2024 - 04/22/2024
SECURITIES AMERICA, INC. (NEW YORK NY)
NY
12/12/2017 - 01/18/2024
CITIGROUP GLOBAL MARKETS INC. (New York NY)
NJ
06/02/2017 - 11/22/2017
LPL FINANCIAL LLC (FAIRFIELD NJ)
NJ
02/06/2012 - 06/09/2017
WELLS FARGO CLEARING SERVICES, LLC (SUMMIT NJ)
NJ
05/12/2011 - 10/11/2011
WELLS FARGO ADVISORS, LLC (ROCKAWAY NJ)
NJ
09/30/2010 - 03/18/2011
AXA ADVISORS, LLC (EDISON NJ)
BOTH
Issued 12/16/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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