Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maximilian? Claim Your ProfileMaximilian Thompson is a financial advisor with Synovus Securities, Inc. Maximilian has over 10 years of experience in the financial services industry. Maximilian has been with Synovus Securities, Inc. since August 30, 2022. Prior to that, Maximilian worked at BOFA SECURITIES, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, CABOT LODGE SECURITIES LLC, ALLIED BEACON PARTNERS, INC., and J.P. MORGAN SECURITIES LLC. Maximilian holds the Series 63, SIE, and Series 79 licenses. Maximilian provides services in the areas of financial planning, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for 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.
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.
Tax related services, administrative services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TN
08/30/2022 - Present
Synovus Securities, Inc. (Nashville TN)
NY
05/10/2019 - 04/07/2022
BOFA SECURITIES, INC. (NEW YORK NY)
NY
06/25/2014 - 05/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
10/15/2013 - 05/30/2014
CABOT LODGE SECURITIES LLC (NEW YORK NY)
VA
02/18/2013 - 09/18/2013
ALLIED BEACON PARTNERS, INC. (RICHMOND VA)
NY
08/23/2010 - 06/29/2012
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
BC
Issued 10/08/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2010
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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