Patrick MajCRD Number: 5558276
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Patrick Maj (CRD# 5558276) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Las Vegas, NV and has over 8 years of experience in the finance industry.
Kingsbridge Wealth Management, Inc.
Hornor, Townsend & Kent, Inc.
Cathay Consultants Ltd.
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Las Vegas, NV||Oct 2015 - Current||1|
|Bank Of America, N.a.||Las Vegas, NV||Oct 2015 - Current||1|
|Tdameritrade, Inc.||Las Vegas, NV||Aug 2015 - Sep 2015||< 1|
|Charles Schwab Bank||Las Vegas, NV||Jan 2015 - Jul 2015||< 1|
|Charles Schwab & Co, Inc.||Las Vegas, NV||Jun 2008 - Jul 2015||7|
|Charles Schwab Bank||Englewood, CO||May 2011 - Dec 2013||2|
|Unemployed||Denver, CO||Mar 2008 - Jun 2008||< 1|
|American Funds Service Company||Brea, CA||Aug 2006 - Mar 2008||1|
|Unemployed||Fullerton, CA||Mar 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2009|
|S66||NASAA Uniform Combined State Law Examination||Jun 2011|
Total Assets Under Management575,342MILLIONS
Total Number of Accounts1,715,259ACCOUNTS
Average Account Value$335,425
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV