Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Patrick Maher is a registered investment advisor representative with Concorde Asset Management, LLC based in Farmington Hills, Michigan. James Maher is a securities and investment advisor with over 20 years of experience in the industry. James Maher is registered with the states of Alabama, Colorado, Florida, Michigan, North Carolina, Ohio, Pennsylvania, South Carolina, and Texas. James Maher holds the Series 66, Series 7, and Series 24 licenses. James Maher has previously worked with Northstar Financial Partners, Inc. and Associated Securities Corp.. James Maher specializes in providing investment advice to individuals, businesses, corporations, pension and profit-sharing plans, charitable organizations, and high-net-worth individuals. James Maher provides a wide range of financial planning and investment management services, including portfolio management, financial planning, and retirement planning. James Maher is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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.
Promoter fees from other advisors
1
2
MI
06/08/2020 - Present
Concorde Asset Management, LLC (FARMINGTON HILLS MI)
MI
03/15/2004 - 11/15/2013
NORTHSTAR FINANCIAL PARTNERS, INC. (FARMINGTON HILLS MI)
MA
03/24/2003 - 03/31/2004
ASSOCIATED SECURITIES CORP. (BOSTON MA)
BOTH
Issued 04/22/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/10/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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