Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maydely? Claim Your ProfileMaydely Martin is a financial advisor with Truist Advisory Services, Inc. based in Miami, FL. Maydely has been in the financial services industry for over 10 years. Maydely offers financial planning, portfolio management for individuals and businesses, publication of periodicals, and selection of other advisors. Maydely is registered with the state of Florida and holds the Series 6, Series 7, and Series 66 licenses.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
FL
08/10/2024 - Present
Truist Advisory Services, Inc. (MIAMI FL)
FL
03/03/2014 - 07/19/2024
WELLS FARGO CLEARING SERVICES, LLC (MIAMI FL)
BOTH
Issued 07/10/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/11/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2015
Series 7 - General Securities Representative Examination
BC
Issued 03/01/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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