Unclaimed
Mayte Sahakian is a financial professional with over 6 years of experience in the industry. Mayte has a Series 7, Series 66 and SIE licenses and is registered in California and Florida. She is currently employed with Merrill Lynch, Pierce, Fenner & Smith Inc., a large financial services firm with over $1 trillion in assets under management. Mayte has experience working with a wide range of clients, including individuals, businesses, and institutions. She offers a variety of services, including financial planning, portfolio management, and investment advice. Mayte is committed to providing her clients with personalized advice and guidance to help them achieve their financial goals.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
CT
01/19/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (STAMFORD CT)
BOTH
Issued 01/15/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/10/2020
Series 7TO - General Securities Representative Examination
BC
Issued 01/25/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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