Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Drew? Claim Your ProfileDrew Maret Maxwell is a financial advisor with Fidelity Personal and Workplace Advisors. Drew has been in the financial services industry since August 2012 and has been registered with Fidelity Personal and Workplace Advisors since July 2018. Drew is registered as a Registered Representative and Investment Advisor Representative in Texas. Drew holds the Series 7, Series 63, and Series 66 licenses, as well as the SIE. Drew is also a Certified Financial Planner. Drew specializes in providing financial planning, portfolio management, and educational seminars.
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.
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.
1
2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
BOTH
Issued 06/13/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/10/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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