Unclaimed
Maya Chantel Byrd is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. and has been in the industry since 2022. Maya is currently registered in 53 states and territories in the United States and is active in both the Broker-Dealer and Investment Advisor capacities. Maya has a strong track record of success in the financial services industry, and is committed to providing her clients with the highest level of service and expertise. She is passionate about helping her clients achieve their financial goals, and takes a personalized approach to each client relationship. Maya is a Series 7 and Series 66 licensed advisor with the state exam category Series 66 passed in May 2024.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
AZ
06/05/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CHANDLER AZ)
BOTH
Issued 05/07/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/09/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/01/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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