Verna Dottin-Maitland (CRD# 6446422) is an Investment Advisor Representative working at Advice And Planning Services in Queens Village, NY and has over 9 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
CRD# 4632189
Sarsi, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tiaa | New York, NY | May 2021 - Current | 3 |
| Tiaa-cref Individual & Institutional Services, LLC | New York, NY | May 2021 - Current | 3 |
| Jpmorgan Chase Bank N.a. | New York, NY | Dec 2018 - May 2021 | 2 |
| Jp Morgan Securities,llc | New York, NY | Dec 2018 - May 2021 | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Garden City, NY | Aug 2017 - Dec 2018 | 1 |
| Bank Of America, N.a. | Garden City, NY | Jul 2017 - Dec 2018 | 1 |
| Sperry Federal Credit Union | Garden City Park, NY | Apr 2017 - Aug 2017 | < 1 |
| Wells Fargo Bank, Na | Yonkers, NY | Dec 2015 - Mar 2017 | 1 |
| Wells Fargo Clearing Services, LLC | Yonkers, NY | Dec 2015 - Mar 2017 | 1 |
| The Prudential Insurance Company Of America | Howard Beach, NY | Jun 2015 - Dec 2015 | < 1 |
| Pruco Securities, LLC | Howard Beach, NY | Jan 2015 - Dec 2015 | < 1 |
| Fidelis Care-catholic Charities Ny | Rego Park, NY | Dec 2014 - Jun 2015 | < 1 |
| Unemployed | Queens, NY | Nov 2013 - Dec 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2015 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2018 |
- NY
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Total Assets Under Management32,677MILLIONS
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Total Number of Accounts73,602ACCOUNTS
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Average Account Value$443,967
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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