Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anatol? Claim Your ProfileAnatol Maxwell is a financial advisor with over 18 years of experience in the financial services industry. Anatol Maxwell has been with LPL Financial LLC since 2020. Prior to that, Anatol Maxwell worked with Ameriprise Financial Services, LLC and IDS Life Insurance Company. Anatol Maxwell is licensed to provide investment advice in 16 states, including Delaware, Texas, Colorado, Florida, Louisiana, Maryland, Michigan, New Hampshire, New Jersey, North Carolina, Pennsylvania, Virginia, West Virginia, and New York. Anatol Maxwell is a Series 66, Series 7, and SIE exam holder.
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 and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
DE
04/22/2020 - Present
LPL Financial LLC (WILMINGTON DE)
DE
07/02/2002 - 04/07/2020
AMERIPRISE FINANCIAL SERVICES, LLC (WILMINGTON DE)
MN
07/02/2002 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/23/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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