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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maya? Claim Your ProfileMaya Baxter is a financial advisor with Fidelity Personal and Workplace Advisors. Maya has been working in the financial industry since August 22, 2000. Maya is registered with FINRA and has a Series 7, Series 26, and Series 66 license. Maya specializes in providing financial planning, portfolio management, and educational seminars. Maya has experience working with individuals, businesses, and high-net-worth clients. Maya has been with Fidelity Personal and Workplace Advisors since July 2018. Previously, Maya worked at Capital Brokerage Corporation and Assetmark Capital Corporation in California. Maya has a background in the financial services industry, and is committed to providing clients with personalized advice and guidance.
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
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
CA
04/01/2008 - 06/07/2013
CAPITAL BROKERAGE CORPORATION (PLEASANT HILL CA)
CA
04/17/2001 - 04/01/2008
ASSETMARK CAPITAL CORPORATION (PLEASANT HILL CA)
NY
06/07/2000 - 02/08/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
MA
07/12/1999 - 07/27/1999
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
CA
09/17/1997 - 07/12/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
BOTH
Issued 11/5/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/27/2010
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/16/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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