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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Malcolm? Claim Your ProfileMalcolm Emerson Polley is an investment advisor representative with Stratos Wealth Advisors LLC and Stratos Investment Management, LLC in Indiana, PA. Malcolm is a Chartered Financial Analyst and has been in the securities industry since 1988. Malcolm has a proven track record of success in helping individuals and businesses achieve their financial goals. Malcolm specializes in providing financial planning, portfolio management, and investment advisory services. Malcolm has a strong commitment to providing personalized service to each of his clients. Malcolm is dedicated to helping his clients understand their financial options and make informed decisions about their future.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Percentage of assets under management with third party managers
1
2
PA
01/08/2024 - Present
Stratos Wealth Advisors LLC (Indiana PA)
MN
09/09/1997 - 09/30/1999
OFFERMAN & COMPANY (MINNEAPOLIS MN)
OH
09/19/1988 - 12/15/1990
CARILLON INVESTMENTS, INC. (CINCINNATI OH)
BOTH
Issued 07/21/1997
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/21/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/05/1997
Series 7 - General Securities Representative Examination
BC
Issued 09/16/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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