Unclaimed
Maya Brown is a financial advisor at Fidelity Personal And Workplace Advisors. Maya has been in the industry since October 2019 and holds Series 7, Series 66, and SIE licenses. Maya specializes in a variety of areas including investment strategies, retirement planning, and college savings. Maya has experience working with individuals, families, and businesses. Maya is committed to providing personalized financial advice to help her clients reach their financial goals.
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.
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.
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.
1
2
MD
05/05/2020 - Present
Fidelity Personal AND Workplace Advisors (ANNAPOLIS MD)
BOTH
Issued 02/06/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/07/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/26/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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