Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Louis Palko is an investment advisor representative with MAI Capital Management, LLC. Joseph has been in the industry since July 4, 2007 and has passed both the Series 66 and Series 7 exams. Joseph is also a Certified Financial Planner. Joseph has worked with various organizations during his time in the industry, including UBS Financial Services Inc. and McDonald Partners LLC. Joseph's experience includes working with high-net-worth individuals, corporations, investment companies, charitable organizations and pension and profit-sharing plans.
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
08/18/2022 - Present
MAI Capital Management, LLC (Cleveland OH)
OH
02/27/2013 - 08/10/2022
MCDONALD PARTNERS LLC (CLEVELAND OH)
OH
07/04/2007 - 02/25/2013
UBS FINANCIAL SERVICES INC. (CLEVELAND OH)
BOTH
Issued 07/18/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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