Unclaimed
Brian Maxwell is a financial advisor registered with Fifth Third Securities, Inc., a firm with over $1 billion - $10 billion in assets under management. Brian has been in the industry since July 2024 and is licensed in Michigan. Brian offers financial planning, portfolio management for individuals and businesses, and selection of other advisors. Brian is also affiliated with Fifth Third Securities, Inc. in the Ann Arbor, MI branch.
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.
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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
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MI
07/22/2024 - Present
Fifth Third Securities, Inc. (ANN ARBOR MI)
BC
Issued 08/23/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/20/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/15/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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