Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mayra? Claim Your ProfileMayra Femia-hetrick is a financial advisor who has been in the industry for over 22 years. Mayra has a wide range of experience in the financial services industry, having worked at several prominent firms including Morgan Stanley, Citigroup Global Markets Inc., UBS International Inc., UBS Warburg LLC, and CIBC World Markets Corp. Mayra is currently registered as a Registered Representative with Charles Schwab & CO., Inc., and is licensed to provide financial services in all 50 states. Mayra has a proven track record of success in helping individuals and families achieve their financial goals. Mayra has also been recognized for her expertise in financial planning.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
UT
01/17/2023 - Present
Charles Schwab & CO., Inc. (Saint George UT)
CA
06/01/2009 - 11/01/2022
MORGAN STANLEY (LOS ANGELES CA)
CA
01/24/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BEVERLY HILLS CA)
NY
09/17/2001 - 01/05/2006
UBS INTERNATIONAL INC. (NEW YORK NY)
NY
11/10/2000 - 09/17/2001
UBS WARBURG LLC (NEW YORK NY)
NY
07/01/1999 - 02/25/2000
CIBC WORLD MARKETS CORP. (NEW YORK NY)
IA
Issued 05/06/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/07/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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