Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maya? Claim Your ProfileMaya Casanova is an investment advisor representative with over 10 years of experience in the financial services industry. Maya is currently registered with Raymond James & Associates, Inc. and previously held registrations with Wells Fargo Clearing Services, LLC, SunTrust Investment Services, Inc., Wells Fargo Advisors, LLC, and VALIC Financial Advisors, Inc. Maya holds Series 6, 7, and 66 securities licenses and the SIE exam. Maya is registered in Florida, Texas, California, Massachusetts, New Mexico, North Carolina, and Washington.
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.
Please see note in schedule d - miscellaneous
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
FL
04/05/2021 - Present
Raymond James & Associates, Inc. (CORAL GABLES FL)
FL
03/06/2015 - 03/25/2021
WELLS FARGO CLEARING SERVICES, LLC (CORAL GABLES FL)
FL
06/22/2012 - 03/09/2015
SUNTRUST INVESTMENT SERVICES, INC. (CORAL GABLES FL)
FL
02/07/2011 - 06/19/2012
WELLS FARGO ADVISORS, LLC (MIAMI FL)
FL
08/24/2009 - 09/20/2010
VALIC FINANCIAL ADVISORS, INC. (MIAMI LAKES FL)
BOTH
Issued 01/24/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2011
Series 7 - General Securities Representative Examination
BC
Issued 08/22/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Maya Casanova is the right advisor for you? Invested Better is here to help.
