Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stuart? Claim Your ProfileStuart Charles Malakoff is a financial advisor with over 20 years of experience in the industry. Stuart is registered with Raymond James Financial Services Advisors, Inc., and has offices in Bend, Oregon. Stuart is also a Certified Financial Planner. Prior to joining Raymond James Financial Services Advisors, Inc., Stuart was with Merrill Lynch, Pierce, Fenner & Smith Incorporated, and before that, Morgan Stanley DW Inc. Stuart has a wide range of experience and expertise, and is dedicated to providing personalized financial advice to help clients reach their goals.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OR
10/15/2020 - Present
Raymond James Financial Services Advisors, Inc. (Bend OR)
OR
05/13/2005 - 10/19/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BEND OR)
NY
04/16/2002 - 05/17/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 05/13/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 04/15/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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