Unclaimed
Meylin Mauldin is a financial advisor registered with Fidelity Personal and Workplace Advisors. Meylin has over 8 years of experience in the financial services industry. Prior to joining Fidelity, Meylin worked at T. Rowe Price Investment Services, Inc., Voya Financial Advisors, Inc., MSI Financial Services, Inc. and Wells Fargo Advisors, LLC. Meylin specializes in providing financial planning, educational seminars, and portfolio management for individuals and businesses.
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.
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.
1
2
MD
07/28/2020 - Present
Fidelity Personal AND Workplace Advisors (TOWSON MD)
MD
10/19/2017 - 03/13/2020
T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)
MD
12/20/2016 - 05/08/2017
VOYA FINANCIAL ADVISORS, INC. (ELLICOTT CITY MD)
MD
06/24/2015 - 09/08/2016
MSI FINANCIAL SERVICES, INC. (Baltimore MD)
MD
11/17/2014 - 07/01/2015
WELLS FARGO ADVISORS, LLC (BALTIMORE MD)
BOTH
Issued 12/17/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/26/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/23/2018
Series 7 - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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