Mai Elkantar
Mai Elkantar is a registered investment advisor at Wells Fargo Advisors, based in Portage, MI, with 19 years of industry experience. Mai is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
7900 Moorsbridge Rd, Portage, MI, 49024
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
May 2011Other Business Activities
Mai co-owns rental property in the Bronx since 2015 and is a partner in rental property in Kalamazoo since 2023. She also holds power of attorney for two individuals and owns real estate in New Jersey, dedicating minimal time to these activities.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Neuberger Berman LLCBroker
RBC Capital Markets, LLCBroker
UBS Financial Services INC.Broker
J.P. Morgan Securities LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Citigroup Global Markets INC.Broker
State Registrations37 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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