Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maksim? Claim Your ProfileMaksim Kapustin is a financial advisor with over 2 years of experience in the financial services industry. Maksim Kapustin is currently registered with Wealth Enhancement Advisory Services, LLC in Plymouth, MN. Previously, Maksim Kapustin was registered with Wells Fargo Clearing Services, LLC in St. Louis, MO, Ameriprise Financial Services, LLC in Minnetonka, MN and Equitable Advisors, LLC in Minneapolis, MN. Maksim Kapustin holds the Series 66, Series 7TO and SIE licenses.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
MN
10/06/2022 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
MO
07/09/2021 - 10/06/2022
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
MN
12/08/2020 - 06/03/2021
AMERIPRISE FINANCIAL SERVICES, LLC (Minnetonka MN)
MN
07/31/2020 - 11/17/2020
EQUITABLE ADVISORS, LLC (MINNEAPOLIS MN)
BOTH
Issued 05/28/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/30/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/06/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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