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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph McLean is an investment advisor representative associated with MAI Capital Management, LLC. Joseph has been in the industry for over 20 years, holding registrations with both FINRA and the state of California. He has extensive experience working with a wide range of clients, including high-net-worth individuals, families, trusts, corporations, and charitable organizations. He specializes in providing financial planning, investment management, and retirement planning services. Joseph is also a registered insurance agent with Intersect Capital Insurance Services, LLC.
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
CA
09/16/2022 - Present
MAI Capital Management, LLC (San Ramon CA)
CA
02/22/2010 - 04/25/2011
SANFORD C. BERNSTEIN & CO., LLC (SAN FRANCISCO CA)
TN
10/31/2006 - 10/09/2009
ALLIANCEBERNSTEIN INVESTMENTS, INC. (NASHVILLE TN)
NJ
06/10/2005 - 10/05/2006
LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)
CA
10/18/2000 - 05/16/2005
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
IA
Issued 08/08/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/04/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/23/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 10/09/2001
Series 7 - General Securities Representative Examination
BC
Issued 10/17/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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