Patrick Maj, financial advisor Las Vegas NV
93 score

Patrick Maj

CRD 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 7 years of experience in the finance industry.

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Company Name Location Dates Years
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
Contact Info for Patrick Maj
Phone Number: 800-637-7455
Registered State(s):
  • NV
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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