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Maya Tobin

Maya Tobin

Assistant / Scheduler

Maya Rose Tobin is our Scheduling Assistant and Client Service Specialist.  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

  • FINRA Series 7 Securities License
  • FINRA Series 63 Securities License
  • Life/Health/Long-Term Care/Medicare Insurance Licensed in NC, SC, and CA