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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maklof? Claim Your ProfileMaklof Hoshan is a financial advisor with over 15 years of experience in the industry. Maklof is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since 2012. Maklof has a broad range of experience and holds several licenses and certifications including the Series 6, 7, 63, and 65 licenses. Maklof specializes in providing investment advice to individuals, businesses, and institutions. Maklof also has experience in portfolio management, financial planning, and pension consulting. Prior to joining Wells Fargo, Maklof worked at MetLife Securities Inc. and PNC Investments. Maklof is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
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
NJ
07/27/2021 - Present
Wells Fargo Clearing Services, LLC (SUMMIT NJ)
NJ
01/16/2012 - 03/06/2012
METLIFE SECURITIES INC. (FORT LEE NJ)
NJ
03/28/2007 - 03/23/2010
WELLS FARGO ADVISORS, LLC (CLIFTON NJ)
NJ
03/06/2006 - 01/08/2007
PNC INVESTMENTS (TENAFLY NJ)
IA
Issued 09/16/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/22/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2009
Series 7 - General Securities Representative Examination
BC
Issued 03/03/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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