Unclaimed
Maitram H. Merkt is a registered investment advisor representative with Allspring Funds Management, LLC. Maitram has been in the industry since 2005 and has experience in investment advisory services, portfolio management for individuals, businesses, investment companies and pooled investment vehicles. Maitram is also registered in 52 states and the District of Columbia. Maitram has a broad experience in securities trading and has earned several securities licenses including Series 66, Series 24, and Series 7.
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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
CA
12/27/2016 - Present
Allspring Funds Management, LLC (Los Angeles CA)
CA
10/06/2005 - 06/22/2010
WELLS FARGO INVESTMENTS, LLC (SAN JOSE CA)
BOTH
Issued 03/29/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/27/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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