Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Malaquias? Claim Your ProfileMalaquias Paez is a financial advisor who has been in the industry since 2005. Malaquias is currently registered with Fifth Third Securities, Inc. and has offices in Michigan City, Chesterton, Portage, Schererville, and St. John, Indiana. Malaquias previously worked for Chase Investment Services Corp. and Banc One Securities Corporation. Malaquias has a Series 6, 7, and 66 license. Malaquias is a licensed investment advisor representative in Indiana. Malaquias specializes in providing financial planning, portfolio management, and investment advisory services to a range of clients, including high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations.
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.
Sponsor wrap fee program
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.
1
2
IN
03/10/2011 - Present
Fifth Third Securities, Inc. (MICHIGAN CITY IN)
IN
07/06/2005 - 07/01/2008
CHASE INVESTMENT SERVICES CORP. (WHITING IN)
IL
05/18/2005 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 03/09/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/31/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2011
Series 7 - General Securities Representative Examination
BC
Issued 05/17/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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