Unclaimed
Malaquias Paez is a registered representative with Fifth Third Securities, Inc. Malaquias has been in the securities industry for over 18 years. Malaquias has experience with multiple areas including portfolio management for individuals and businesses, financial planning, and selection of other advisors.
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 3/9/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/31/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/26/2011
Series 7 - General Securities Representative Examination
BC
Issued 5/17/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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