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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Maisel is a financial advisor with M Holdings Securities, Inc. David Maisel has been working in the financial industry since July 2, 1991. David Maisel's areas of expertise include portfolio management for individuals, financial planning, portfolio management for businesses, educational seminars, pension consulting, and selection of other advisors. David Maisel is registered as a broker-dealer and investment advisor representative in the state of Oregon. Previously, David Maisel has worked at Lion Street Financial, LLC, J.W. Millegan, Inc., Wahoo Institutional Trading LLC, Paulson Investment Company, Inc., and Blinder, Robinson & Co., Inc.
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.
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
OR
06/28/2018 - Present
M Holdings Securities, Inc. (PORTLAND OR)
OR
03/10/2017 - 12/20/2017
LION STREET FINANCIAL, LLC (LAKE OSWEGO OR)
OR
05/11/2004 - 09/28/2016
J.W. MILLEGAN, INC. (SHERIDAN OR)
CA
11/02/2000 - 06/07/2002
WAHOO INSTITUTIONAL TRADING LLC (SAN DIEGO CA)
OR
09/15/1989 - 07/18/2000
PAULSON INVESTMENT COMPANY, INC. (PORTLAND OR)
NA
08/25/1988 - 09/20/1989
BLINDER, ROBINSON & CO., INC.
IA
Issued 05/01/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/02/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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