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 who is registered with Sofi Wealth LLC. Michael has been in the industry since 2020 and holds FINRA Series 66 and Series 7TO licenses. Michael has worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated prior to joining Sofi Wealth LLC. Michael specializes in Financial Planning, Portfolio Management for Individuals 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.
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.
A percentage of the total value of assets under management is charged.
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CA
03/22/2022 - Present
Sofi Wealth LLC (SAN FRANCISCO CA)
FL
07/06/2020 - 03/07/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
BOTH
Issued 08/11/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/06/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/30/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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