Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maurice? Claim Your ProfileMaurice Storch is a financial advisor with over 25 years of experience in the industry. Maurice is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has previously been registered with J.P. Morgan Securities LLC, UBS Financial Services Inc., Citigroup Global Markets Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bear, Stearns & Co. Inc., and Fasco International, Inc.. Maurice is a Series 3, 7, 63, and 65 licensed professional and has obtained the SIE designation. Maurice provides investment advisory services to a wide range of clients, including individuals, corporations, and institutions.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NV
09/29/2017 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (INCLINE VILLAGE NV)
CA
03/20/2009 - 10/03/2017
J.P. MORGAN SECURITIES LLC (SAN FRANCISCO CA)
NJ
05/23/2003 - 04/02/2009
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
04/02/2001 - 06/03/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
08/29/1997 - 07/07/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
07/07/1995 - 08/22/1997
BEAR, STEARNS & CO. INC. (NEW YORK NY)
CA
02/15/1995 - 06/01/1995
FASCO INTERNATIONAL, INC. (WALNUT CA)
IA
Issued 03/08/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/14/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/1999
Series 3 - National Commodity Futures Examination
BC
Issued 02/14/1995
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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