Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Malik? Claim Your ProfileMalik Pearson is an Investment Advisor Representative (IAR) associated with IP Financial Advisory Services LLC. Malik has experience in the financial services industry since 1996. Malik holds licenses in California, North Carolina, Texas, and Washington. Malik has experience working with a variety of clients, including high-net-worth individuals, businesses, and retirement plans. Malik specializes in providing financial planning, investment management, and consulting services.
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.
Consulting services to qualified retirement plans
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.
Recurring fees
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2
NC
01/15/2020 - Present
IP Financial Advisory Services LLC (Charlotte NC)
NY
06/17/2010 - 12/12/2011
PHD CAPITAL (NEW YORK NY)
NY
11/03/2009 - 06/11/2010
INTERNATIONAL FINANCIAL SOLUTIONS, INC. (NEW YORK NY)
NY
01/18/2007 - 12/01/2009
EMERALD INVESTMENTS, INC. (NEW YORK NY)
NY
06/17/2003 - 01/04/2007
PHD CAPITAL (NEW YORK NY)
NY
01/04/2003 - 05/01/2003
U.S. SECURITIES & FUTURES CORP. (NEW YORK NY)
KS
01/14/2002 - 11/08/2002
FINANCIAL WORLD CORPORATION (OVERLAND PARK KS)
TX
05/15/2001 - 01/14/2002
PRO-INTEGRITY SECURITIES, INC. (LONGVIEW TX)
KS
06/23/2000 - 05/16/2001
FINANCIAL WORLD CORPORATION (OVERLAND PARK KS)
GA
12/03/1999 - 06/29/2000
RAIKE FINANCIAL GROUP INC. (WOODSTOCK GA)
TX
04/19/1999 - 11/19/1999
SUNPOINT SECURITIES, INC. (LONGVIEW TX)
NY
04/19/1998 - 03/03/1999
THE GOLDEN, LENDER FINANCIAL GROUP, INC. (NEW YORK NY)
NY
01/16/1998 - 03/25/1998
DALTON KENT SECURITIES GROUP, INC. (NEW YORK NY)
NY
05/02/1996 - 01/23/1998
DUKE & CO., INC. (NEW YORK NY)
IA
Issued 06/28/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/01/1996
Series 62 - Corporate Securities Limited Representative Examination
Active
Inactive
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