Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Maxwell is a financial advisor with over 18 years of experience in the industry. Matthew is currently registered with Directed Services LLC and holds Series 6, 7, and 63 licenses, as well as the SIE exam. Prior to joining Directed Services LLC, Matthew was employed by PARK AVENUE SECURITIES LLC and PRINCOR FINANCIAL SERVICES CORPORATION. Matthew's experience and qualifications demonstrate his commitment to providing high-quality financial advice to his clients.
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.
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.
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IA
12/22/2017 - Present
Directed Services LLC (DES MOINES IA)
IA
01/06/2004 - 04/20/2012
PARK AVENUE SECURITIES LLC (CLIVE IA)
IA
09/07/1999 - 09/05/2003
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
BC
Issued 11/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/11/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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