Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maya? Claim Your ProfileMaya Tobin is a financial advisor with Osaic Wealth, Inc. Maya has over 10 years of experience in the financial services industry. Maya has a deep understanding of the financial markets and a commitment to helping clients achieve their financial goals. Maya is a Registered Representative and holds Series 63, Series 7 and SIE licenses. Prior to joining Osaic Wealth, Inc., Maya worked with firms such as SIGNATOR INVESTORS, INC., Amerprise Financial Services, Inc., MML Investors Services, LLC, Client One Securities LLC, Northwestern Mutual Investment Services, LLC, The Lincoln National Life Insurance Company and Lincoln Financial Advisors Corporation.
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.
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.
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2
NC
11/02/2018 - Present
Osaic Wealth, Inc. (RALEIGH NC)
NC
08/21/2018 - 11/02/2018
SIGNATOR INVESTORS, INC. (RALEIGH NC)
NC
10/06/2016 - 10/13/2016
AMERIPRISE FINANCIAL SERVICES, INC. (GREENSBORO NC)
NC
04/12/2016 - 07/25/2016
MML INVESTORS SERVICES, LLC (GREENSBORO NC)
AL
08/21/2013 - 11/14/2014
AMERIPRISE FINANCIAL SERVICES, INC. (HUNTSVILLE AL)
KS
01/07/2013 - 02/19/2013
CLIENT ONE SECURITIES LLC (OVERLAND PARK KS)
IN
04/05/2012 - 12/13/2012
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (VALPARAISO IN)
KY
12/24/2010 - 01/13/2011
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LOUISVILLE KY)
TX
04/18/2008 - 01/30/2009
MML INVESTORS SERVICES, INC. (ADDISON TX)
TX
03/06/2008 - 04/10/2008
AMERIPRISE FINANCIAL SERVICES, INC. (RICHARDSON TX)
GA
06/07/2005 - 06/14/2006
LINCOLN FINANCIAL ADVISORS CORPORATION (ATLANTA GA)
GA
04/19/2005 - 04/17/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (ATLANTA GA)
BC
Issued 06/03/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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