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RBC Capital Markets, LLC

location

NEW YORK, NY

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Majd El bied is a financial professional with over 9 years of experience in the securities industry. Majd El bied is currently registered with RBC Capital Markets, LLC, and is licensed in all 50 states. Majd El bied is a Series 7, Series 24, Series 55, Series 57TO and Series 63 licensed professional. Majd El bied has expertise in a variety of financial products and services, including equity trading, investment management, and financial planning.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Onedigital Investment Advisors

location

Orlando, FL

0 Disclosures

ADVISOR BIO

Makayla Bowman is an Investment Advisor Representative at Onedigital Investment Advisors. Makayla has been in the financial services industry since 2014 and has experience working at several firms in the Orlando area. Makayla is registered to provide investment advice in Florida and has a Series 65 license. Makayla provides financial planning services to a wide variety of client types, including individuals, high-net-worth individuals, corporations, and charitable organizations. Makayla's areas of specialization include retirement planning, college savings, estate planning, and investment management. Makayla has a strong commitment to providing her clients with personalized financial advice and guidance.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Oppenheimer & Co. Inc.

location

LOS ANGELES, CA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Makayla Korin Stephens is a registered representative with Oppenheimer & Co. Inc., a leading financial services firm. Makayla holds the Series 7, Series 63 and Series 79TO licenses and has been in the industry since 2018. Before joining Oppenheimer & Co. Inc., Makayla worked at MVISION PRIVATE EQUITY ADVISERS USA LLC. Makayla specializes in providing investment advice and financial planning to individuals, businesses, and institutions.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

First Trust Advisors LP

location

AUSTIN, TX

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Makenna Quinn Krajsa is a Registered Representative and Investment Advisor Representative at First Trust Advisors LP. Makenna has been in the securities industry for over 4 years and has a Series 66, Series 7TO, and SIE license. Makenna has experience working in the financial services industry in Illinois and Texas. First Trust Advisors LP provides investment advisory services to individuals, businesses, investment companies, and pooled investment vehicles. The firm also provides portfolio management services for individuals, businesses, and pooled investment vehicles. They also provide portfolio management services for investment companies.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

O'Shaughnessy Asset Management, LLC

location

STAMFORD, CT

0 Disclosures

ADVISOR BIO

Maksim Papenkov is an Investment Advisor Representative at O'Shaughnessy Asset Management, LLC in Stamford, Connecticut. Maksim Papenkov has been in the industry since May 2020 and holds a Series 65 license. Maksim Papenkov is also an Associate II/Teaching Assistant at Columbia University in NYC, New York, where Maksim Papenkov teaches and assists professors and students in mathematics and finance. O'Shaughnessy Asset Management, LLC specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Vanguard Advisers, Inc. | CFP ® (Certifications)

location

CHARLOTTE, NC

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Malachi Conyers is a financial advisor with Vanguard Advisers, Inc. Malachi has been in the financial services industry since 2012 and holds the Series 63, 7, and SIE licenses. Malachi holds a Certified Financial Planner designation. Malachi has experience with Wells Fargo Advisors, LLC and Edward Jones.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Global Value Investment Corp.

location

MILWAUKEE, WI

0 Disclosures

ADVISOR BIO

Malcolm John MacLaren is an investment advisor representative registered with Global Value Investment Corp. Malcolm has been in the industry since 2011 and holds a Series 65 license. Malcolm is currently registered as an Investment Advisor Representative in California, Texas, and Wisconsin. Malcolm specializes in providing asset management services to other investment advisors and financial institutions, as well as portfolio management for businesses, individuals, and pooled investment vehicles. Malcolm has prior experience with KL Discovery, Inc., Law Offices of Malcolm J, MacLaren, Robbins Salomon Patt, Ltd., The Circuit Court of Cook County, Illinois, APICS, Inc, Kozacky Weitzel McGrath, P.C., TransMarket Group, Johnson Law, LLC, DePaul University College of Law, Captain Andersons Restaurant, and University of Florida.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET MANAGEMENT TO OTHER INVESTMENT ADVISORS AND FINANCIAL INSTITUTIONS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

LAKE FOREST, IL

experience

38 Years Experience

disclosure

5 Disclosures

ADVISOR BIO

Malcolm Bourne is a financial advisor with Stifel, Nicolaus & Company, Inc. He has been in the industry since 1986 and holds the Series 63, Series 65, Series 7, and SIE licenses. Malcolm has extensive experience working with individuals, families, businesses, and institutions. His previous affiliations include PaineWebber Incorporated, Lehman Brothers Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Blinder, Robinson & Co., Inc. Malcolm is registered in 26 states.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Robert W. Baird & Co. Inc.

location

NASHVILLE, TN

experience

43 Years Experience

0 Disclosures

ADVISOR BIO

Malcolm Henry Liles is a financial advisor with over 40 years of experience in the industry. Malcolm is currently registered with Robert W. Baird & Co. Inc. and has previously worked with Morgan Stanley, Citigroup Global Markets Inc., and The Robinson-Humphrey Company, LLC. Malcolm specializes in a wide range of investment services including portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Malcolm is also experienced in financial planning, pension consulting, and educational seminars.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

WHITE PLAINS, NY

experience

36 Years Experience

0 Disclosures

ADVISOR BIO

Malcolm Patterson Keers is an investment advisor representative with Stifel, Nicolaus & Company, Inc., with over 30 years of experience in the financial services industry. Malcolm has experience in providing financial advice to individuals, businesses, and institutional clients. Malcolm holds multiple securities licenses, including Series 7, Series 15, Series 31, and Series 63. Malcolm has been registered with Stifel since 2009.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles

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