Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maximilian? Claim Your ProfileMaximilian Wilson is a financial advisor registered with Wealth Management Associates, Inc. and has been in the industry since 2014. Maximilian has a Series 63, Series 66, and Series 7TO and Series 7 licenses. Maximilian also holds a Certified Financial Planner designation. Previously, Maximilian worked at J.P. MORGAN SECURITIES LLC, FIDELITY BROKERAGE SERVICES LLC, and MORGAN STANLEY SMITH BARNEY. Maximilian is licensed in New Jersey and Pennsylvania.
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.
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.
Solicitor/referral fees
1
2
NJ
06/23/2023 - Present
Wealth Management Associates, Inc. (Haddenfield NJ)
NJ
05/17/2023 - 06/14/2024
SECURITIES AMERICA, INC. (Haddonfield NJ)
NJ
04/12/2019 - 07/15/2020
J.P. MORGAN SECURITIES LLC (Camden NJ)
PA
03/10/2015 - 03/29/2019
FIDELITY BROKERAGE SERVICES LLC (PHILADELPHIA PA)
NJ
08/04/2010 - 06/27/2011
MORGAN STANLEY SMITH BARNEY (VINELAND NJ)
BC
Issued 06/09/2023
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 04/06/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/24/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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