Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maximilien? Claim Your ProfileMaximilien Freelander is an investment advisor representative with Wells Fargo Advisors Financial Network, LLC. Maximilien has been in the financial services industry since 1992 and has held previous roles with firms including RBC Capital Markets, LLC, Ferris, Baker Watts, LLC, Smith Barney Inc., and Lehman Brothers Inc. Maximilien specializes in providing financial planning and investment consulting services to individuals and businesses. Maximilien holds Series 7, 6, 31, 63, and 65 licenses. Maximilien is also registered as an investment advisor representative in multiple states.
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
MD
08/23/2022 - Present
Wells Fargo Advisors Financial Network, LLC (BETHESDA MD)
MD
04/02/2015 - 08/22/2022
WELLS FARGO CLEARING SERVICES, LLC (BETHESDA MD)
MD
03/13/2009 - 04/28/2015
RBC CAPITAL MARKETS, LLC (ROCKVILLE MD)
MD
08/14/1995 - 03/13/2009
FERRIS, BAKER WATTS, LLC (ROCKVILLE MD)
NY
07/31/1993 - 08/18/1995
SMITH BARNEY INC. (NEW YORK NY)
NY
04/15/1992 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 09/29/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/21/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 04/13/1992
Series 7 - General Securities Representative Examination
BC
Issued 11/22/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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