Christine Pauletta (CRD# 6661495) is an Investment Advisor Representative working at Mai Capital Management, LLC in Cleveland, OH and has over 7 years of experience in the finance industry.
CRD# 5480573
Voya Financial Advisors, Inc.
CRD# 2530365
Lincoln Financial Advisors Corporation
CRD# 2493801
Lincoln Investment
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mai Capital Management, LLC | Cleveland, OH | Oct 2014 - Current | 9 |
| Mai Wealth Advisors, LLC | Cleveland, OH | Feb 2007 - Oct 2014 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2016 |
- OH
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Total Assets Under Management19,711MILLIONS
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Total Number of Accounts26,826ACCOUNTS
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Average Account Value$734,773
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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