Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Addison? Claim Your ProfileAddison Maximilian prescott Pock is an Investment Advisor Representative associated with Pbmares Wealth Management LLC. Addison has a Series 65 license and is a Certified Financial Planner. Addison is registered with the state of Virginia since October 14, 2011 and the state of Texas since February 2, 2021. Addison is also a partner at PBMARES LLP. Addison's firm, Pbmares Wealth Management LLC, provides services for individuals, corporations, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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VA
10/14/2011 - Present
Pbmares Wealth Management LLC (FREDERICKSBURG VA)
IA
Issued 10/13/2011
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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