Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maximillian? Claim Your ProfileMaximillian Peddie is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Maximillian is registered with the state of Florida and Texas as both a broker and an investment advisor. Maximillian has worked in the financial services industry for over four years. Before joining Merrill Lynch, Pierce, Fenner & Smith Inc., Maximillian was employed with Equitable Advisors, LLC. Maximillian holds a Series 7TO, Series 63, and Series 65 license. Maximillian provides portfolio management for individuals and businesses, performance measurement reports, and research reports. Maximillian also provides financial planning and educational seminars.
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.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
FL
07/15/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CLEARWATER FL)
TX
08/24/2019 - 04/25/2022
EQUITABLE ADVISORS, LLC (DALLAS TX)
IA
Issued 8/5/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/23/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/23/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/11/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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