Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mayte? Claim Your ProfileMayte Vera is a financial advisor with Cetera Investment Services LLC based in Walnut Creek, CA. Mayte has been in the industry since August 2018 and has a Series 63 license, a Series 26 principal license, and Series 6 and SIE product licenses. Mayte has been registered with Cetera Investment Services LLC since January 2020. Previously, Mayte worked at Foresters Financial Services, Inc. in Walnut Creek, CA.
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.
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.
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CA
01/13/2020 - Present
Cetera Investment Services LLC (WALNUT CREEK CA)
CA
01/18/2018 - 06/20/2019
FORESTERS FINANCIAL SERVICES, INC. (WALNUT CREEK CA)
BC
Issued 12/11/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/08/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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