Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maher? Claim Your ProfileMaher Harb is an investment advisor representative who has been in the industry since 1992. Maher is currently registered with Curi RMB Capital, LLC. Maher has previously worked at Wunderlich Securities, Inc., MFM Asset Management, L.LC., First Union Securities, Inc., Noddings and Associates, Inc. and LCL Investments, Inc.. Maher has passed the Series 63, 65, 7 and 27 exams. Maher holds a specialization in the following: Portfolio management for individuals, Portfolio management for businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Financial planning, Pension consulting, Selection of other advisors.
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.
Sponsor, general partner, managing member (or equivalent) of pooled investment vehicles
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.
1
2
IL
01/22/2010 - Present
Curi RMB Capital, LLC (CHICAGO IL)
TN
01/02/2002 - 11/30/2004
WUNDERLICH SECURITIES, INC. (MEMPHIS TN)
TN
05/24/2001 - 12/31/2001
MFM ASSET MANAGEMENT, L.LC. (MEMPHIS TN)
MO
01/19/1999 - 04/06/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
IL
11/01/1994 - 01/08/1999
NODDINGS AND ASSOCIATES, INC. (OAKBROOK TERRACE IL)
NA
12/18/1992 - 09/13/1993
LCL INVESTMENTS, INC.
IA
Issued 09/09/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/14/1992
Series 27 - Financial and Operations Principal Examination
BC
Issued 05/16/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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