Unclaimed
Malia Michelle Haskins is an investment advisor representative. Malia has been in the industry for over 20 years and has worked at several firms including RBC Capital Markets, LLC and LPL Financial LLC. Malia is currently registered with Nepsis, Inc. and is licensed in Minnesota. Malia specializes in providing financial planning, portfolio management and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Fees for research services
1
2
MN
01/01/2025 - Present
Nepsis, Inc. (MINNEAPOLIS MN)
MN
05/07/2021 - 07/25/2024
RBC CAPITAL MARKETS, LLC (MINNEAPOLIS MN)
MN
03/24/2021 - 06/08/2021
LPL FINANCIAL LLC (Minneapolis MN)
MN
04/16/2020 - 03/24/2021
BMO HARRIS FINANCIAL ADVISORS, INC. (Minneapolis MN)
MN
12/09/2004 - 01/15/2020
RBC CAPITAL MARKETS, LLC (ST. PAUL MN)
MN
04/20/2004 - 10/18/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/20/2004 - 10/18/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
CA
01/17/2002 - 09/13/2002
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
MN
04/26/2000 - 12/18/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
BOTH
Issued 05/03/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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