Unclaimed
Maximo Gregorio Centeno is a financial advisor with over 17 years of experience in the financial services industry. Maximo is currently registered with Cetera Investment Advisers LLC and holds licenses in multiple states, including Connecticut, Florida, New Jersey, and New York. Maximo has previously worked with a number of other firms, including Equitable Advisors, LLC, Innovation Partners LLC, Supreme Alliance LLC, and Infinex Investments, Inc. Maximo specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Maximo also provides educational seminars and assists clients with the selection of other advisors.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
1
2
NJ
07/06/2022 - Present
Cetera Investment Advisers LLC (CLIFTON NJ)
NY
03/23/2022 - 07/07/2022
EQUITABLE ADVISORS, LLC (NEW YORK NY)
CT
06/24/2021 - 03/23/2022
INNOVATION PARTNERS LLC (Danbury CT)
NC
02/25/2020 - 08/27/2020
SUPREME ALLIANCE LLC (CHARLOTTE NC)
NY
08/03/2016 - 04/11/2018
INFINEX INVESTMENTS, INC. (RIDGEWOOD NY)
NY
03/17/2016 - 08/02/2016
CAPITAL ONE INVESTING, LLC (SCARSDALE NY)
NY
10/20/2006 - 09/07/2010
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NY
05/23/2005 - 10/13/2006
IFMG SECURITIES, INC. (JAMAICA NY)
NY
01/01/2005 - 05/31/2005
HSBC SECURITIES (USA) INC. (NEW YORK CITY NY)
NY
03/07/2003 - 01/01/2005
HSBC BROKERAGE (USA) INC. (NEW YORK NY)
NY
01/11/2001 - 03/06/2003
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NJ
08/13/1998 - 01/29/2001
G.P. MARONE & CO., INC. (PARSIPPANY NJ)
MN
11/19/1997 - 12/15/1997
GLOBAL FINANCIAL GROUP, INC. (MINNEAPOLIS MN)
NY
06/30/1997 - 08/04/1997
E. C. CAPITAL, LTD. (MINEOLA NY)
NY
05/08/1997 - 07/28/1997
ASH & CO. INCORPORATED (GREAT NECK NY)
NY
10/23/1996 - 12/05/1996
FOSTER JEFFRIES CO., INC. (WESTBURY NY)
NY
07/07/1995 - 09/12/1995
THE THORNWATER COMPANY, L.P. (NEW YORK NY)
NY
01/06/1995 - 02/27/1995
ROYCE INVESTMENT GROUP, INC. (WOODBURY NY)
BOTH
Issued 02/22/2016
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/15/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/12/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/2009
Series 24 - General Securities Principal Examination
BC
Issued 08/19/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/16/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/11/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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