Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maximilian? Claim Your ProfileMaximilian Burton is a financial advisor with over 16 years of experience in the financial services industry. Maximilian is currently registered with Wells Fargo Clearing Services, LLC and has been in the industry since 2005. Maximilian has a wide range of experience in the financial services industry, including working with individual investors, businesses, and institutions. Maximilian has a variety of licenses and registrations, including Series 6, 7, 9, 10, 63 and 66. Maximilian holds designations in multiple areas, including but not limited to, insurance, fixed income, and variable annuities. Maximilian can provide a range of financial services including investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Maximilian has a strong commitment to providing personalized service and helping clients achieve their financial goals.
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.
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.
Investment consulting services to institutional clients
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
PA
09/02/2011 - Present
Wells Fargo Clearing Services, LLC (CANONSBURG PA)
PA
07/30/2007 - 11/09/2009
WELLS FARGO ADVISORS, LLC (PITTSBURGH PA)
OH
07/06/2006 - 11/27/2006
NATCITY INVESTMENTS, INC. (ASHLAND OH)
IL
07/06/2005 - 07/25/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
11/03/2003 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
GA
11/04/2002 - 05/15/2003
WORLD GROUP SECURITIES, INC. (DULUTH GA)
BOTH
Issued 09/21/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/14/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/28/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/15/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2007
Series 7 - General Securities Representative Examination
BC
Issued 11/01/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Maximilian Burton is the right advisor for you? Invested Better is here to help.
