Maya Rose Tobin is our Registered Assistant. She has worked in the financial services industry since 1999, as a Registered Sales Assistant and Financial Planning Assistant with expertise in compliance. Her experience includes working for some of the largest broker dealers/insurance companies at a branch office or for individual independent advisors. She is also an independent insurance agent, specializing in Medicare Supplements.
Professional Qualifications
- Series 7 Securities License
- Series 63 Securities License
- Life/Health/Long-Term Care/Medicare Insurance Licensed in NC, SC, and CA