Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maher? Claim Your ProfileMaher Joseph Majdalani is a financial advisor with Wells Fargo Clearing Services, LLC. Maher has been in the financial services industry since 1984 and is registered with FINRA and the state of Ohio. Maher is also a registered investment advisor with the state of Ohio. Maher has a wide range of experience in the industry, including working with Merrill Lynch, Pierce, Fenner & Smith Incorporated, UBS Financial Services Inc., Shearson Lehman Hutton Inc., E. F. Hutton & Company Inc., and Kidder, Peabody & Co. Incorporated. Maher holds the Series 3, Series 7, and Series 63 licenses. Maher is also a graduate of the University of Toledo and is a member of the Toledo Bar Association.
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.
Investment consulting services to institutional clients
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.
1
2
OH
09/30/2024 - Present
Wells Fargo Clearing Services, LLC (TOLEDO OH)
OH
07/15/2009 - 10/20/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PERRYSBURG OH)
OH
04/12/1990 - 08/04/2009
UBS FINANCIAL SERVICES INC. (SYLVANIA OH)
NY
02/15/1988 - 04/30/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
11/11/1987 - 02/15/1988
E. F. HUTTON & COMPANY INC
NA
08/22/1984 - 11/24/1987
KIDDER, PEABODY & CO. INCORPORATED
IA
Issued 09/26/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/05/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/1991
Series 3 - National Commodity Futures Examination
BC
Issued 08/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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