Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Maher is a financial advisor with over 35 years of experience in the financial services industry. Michael Maher is currently registered with B. Riley Wealth Advisors, Inc., and is located in Quakertown, Pennsylvania. Michael Maher has previously worked at Ameriprise Financial Services, LLC, Stifel, Nicolaus & Company, Incorporated, UBS Financial Services Inc., Legg Mason Wood Walker, Incorporated and Prudential Securities Incorporated. Michael Maher provides financial planning, pension consulting, educational seminars and portfolio management for businesses and individuals.
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.
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2
PA
08/10/2022 - Present
B. Riley Wealth Advisors, Inc. (Quakertown PA)
PA
04/15/2016 - 03/02/2022
AMERIPRISE FINANCIAL SERVICES, LLC (Center Valley PA)
PA
09/25/2009 - 04/22/2016
STIFEL, NICOLAUS & COMPANY, INCORPORATED (CENTER VALLEY PA)
PA
08/26/2005 - 09/25/2009
UBS FINANCIAL SERVICES INC. (BETHLEHEM PA)
MD
09/10/1996 - 09/02/2005
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
02/26/1987 - 09/13/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 12/28/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/26/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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