Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Shepard Polan is a financial advisor at MAI Capital Management, LLC, a firm with offices in Cleveland, OH and Bethesda, MD. Stephen has been in the financial services industry since 1986. Stephen has experience in providing financial advice to individuals, families, businesses, and institutions. Stephen has a strong understanding of investment strategies and a commitment to providing clients with personalized financial solutions. Stephen is also a Certified Public Accountant (CPA).
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.
Strategic management for diversified investment portfolios.
Due diligence/research
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 calculated based on the performance of your investments relative to a benchmark.
Percentage of non-investment income
1
2
MD
10/11/2022 - Present
MAI Capital Management, LLC (Bethesda MD)
TN
10/26/1998 - 10/31/2000
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
CT
05/22/1986 - 05/07/1998
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
IA
Issued 01/23/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/22/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
Active
Inactive
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