Unclaimed
Mai Bresnik is a financial advisor with over 12 years of experience in the industry. Mai is currently registered with Alliance Global Partners and has held previous positions with National Securities Corporation, Halcyon Cabot Partners, Dinosaur Securities, and Max International Broker/Dealer Corp. Mai is licensed to provide advisory services in several states including Alabama, California, Maryland, New Jersey, New York, and Pennsylvania. Mai has passed the Series 3, 7, 34, 63, and 66 exams as well as the Securities Industry Essentials Examination. Mai specializes in providing financial planning, portfolio management, and selection of other advisors. Mai is also registered to provide investment advisory services.
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.
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.
A percentage of the total value of assets under management is charged.
Sub-adviser of pooled investment vehicle charges a performance f
1
2
NY
07/25/2022 - Present
A.g.p. / Alliance Global Partners (New York NY)
NY
10/22/2015 - 07/22/2022
NATIONAL SECURITIES CORPORATION (NEW YORK NY)
NY
04/03/2014 - 10/07/2015
HALCYON CABOT PARTNERS, LTD. (NEW YORK NY)
NY
09/05/2012 - 04/01/2014
DINOSAUR SECURITIES, L.L.C. (NEW YORK NY)
NY
03/28/2011 - 01/29/2013
MAX INTERNATIONAL BROKER/DEALER CORP. (NEW YORK NY)
FL
08/03/2012 - 09/25/2012
NSM SECURITIES, INC. (WEST PALM BEACH FL)
NY
09/15/2010 - 12/31/2010
MAX INTERNATIONAL BROKER/DEALER CORP. (NEW YORK NY)
BOTH
Issued 06/02/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/14/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2012
Series 34 - Retail Off-Exchange FOREX Examination
BC
Issued 03/15/2012
Series 3 - National Commodity Futures Examination
BC
Issued 09/14/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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