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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ted? Claim Your ProfileTed Stephen Halpern is an investment advisor representative with MAI Capital Management, LLC. Ted has been in the industry for over 30 years, with experience at firms such as Royal Alliance Associates, Inc. and Guardian Investor Services Corporation. Ted has a wide range of experience and expertise in the financial services industry. Ted holds Series 6, Series 63 and Series 65 licenses, and has a proven track record of success in helping clients achieve their financial 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.
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
VA
10/11/2024 - Present
MAI Capital Management, LLC (Ashburn VA)
AZ
11/03/1994 - 04/03/1997
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NY
08/01/1991 - 11/16/1994
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
IA
Issued 11/05/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/05/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/30/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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