Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carey? Claim Your ProfileCarey Markoe is an investment advisor representative with MAI Capital Management, LLC. Carey has been in the industry for over 5 years and is a Certified Financial Planner. Carey has a Series 7 and Series 66 securities license and holds an active investment advisor registration in Ohio. Prior to joining MAI Capital Management, LLC, Carey worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and has experience working with individuals, high-net-worth individuals, corporations, charitable organizations, investment companies, and pooled investment vehicles. Carey also serves as a committee member and trustee for the National Multiple Sclerosis Society.
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.
Guidance on pension options to ensure a secure financial future.
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.
Strategic management for diversified investment portfolios.
Due diligence/research
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of non-investment income
1
2
OH
11/23/2022 - Present
MAI Capital Management, LLC (Cincinnati OH)
OH
12/07/2017 - 11/15/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CINCINNATI OH)
BOTH
Issued 02/22/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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