Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Christopher Maxwell has been in the financial services industry since 1984. Maxwell is currently registered with Grove Point Advisors, LLC in Largo, FL. Maxwell is also registered in 11 other states, and is a registered Investment Advisor in Florida. Maxwell has been with Grove Point Advisors, LLC since 2021. Prior to that, Maxwell was with Koonce Securities, Inc. in Dallas, TX from 1990 to 1994. Maxwell is a registered principal and holds the Series 7, Series 24, Series 63, and Series 65 licenses. Maxwell specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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.
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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2
FL
01/01/2025 - Present
Grove Point Advisors, LLC (Largo FL)
TX
04/12/1990 - 12/31/1994
KOONCE SECURITIES, INC. (DALLAS TX)
MO
01/04/1985 - 04/18/1990
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NA
05/22/1984 - 01/02/1985
LANG AND COMPANY
IA
Issued 10/19/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/30/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/12/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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