Unclaimed
Fady Maghak is a financial advisor registered with Janney Montgomery Scott LLC in Miami, FL. Fady has been working in the financial services industry since 1998. Fady holds Series 7, 31, and 66 licenses and is a Certified Financial Planner. Fady provides financial planning, portfolio management, and pension consulting services for individuals, businesses, and charitable organizations. Prior to joining Janney Montgomery Scott LLC, Fady was a financial advisor at Raymond James & Associates, Inc. and Prudential Securities Incorporated.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
FL
09/22/2017 - Present
Janney Montgomery Scott LLC (Miami FL)
FL
05/30/2001 - 09/27/2017
RAYMOND JAMES & ASSOCIATES, INC. (CORAL GABLES FL)
NY
09/29/2000 - 05/29/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
07/16/1998 - 11/07/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 08/06/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 07/14/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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