Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maya? Claim Your ProfileMaya Gervis is a financial advisor with LPL Financial LLC. Maya has been in the industry since 1993 and has worked with various financial institutions including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Charles Schwab & Co., Inc., and BANCWEST Investment Services, Inc. Maya provides a range of services including financial planning, portfolio management for individuals and businesses, and pension consulting. Maya holds Series 7 and Series 66 securities licenses as well as the SIE exam certification.
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.
Consulting and other non-discretionary advisory 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
CA
07/19/2023 - Present
LPL Financial LLC (SAN FRANCISCO CA)
CA
06/14/2011 - 07/19/2023
BANCWEST INVESTMENT SERVICES, INC. (SAN FRANCISCO CA)
CA
10/03/2008 - 04/05/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN FRANCISCO CA)
CA
03/08/1994 - 07/09/2008
CHARLES SCHWAB & CO., INC. (SAN FRANCISCO CA)
NA
06/01/1993 - 02/21/1994
FIRST CALIFORNIA CAPITAL MARKETS GROUP, INC.
BOTH
Issued 11/15/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/24/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Maya Gervis is the right advisor for you? Invested Better is here to help.
