Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maximo? Claim Your ProfileMaximo Joseph Minervini is a financial advisor currently registered with LPL Financial LLC in Tigard, Oregon. Maximo has been in the industry since August 2018. Before joining LPL Financial, Maximo worked for Morgan Stanley. Maximo holds the Series 66, SIE, and Series 7 licenses. Maximo is registered in 13 states: Arizona, California, Colorado, Georgia, Hawaii, Idaho, Massachusetts, New York, Oregon, Pennsylvania, Texas, and Washington. Maximo offers investment advisory services including financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, and 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.
Consulting and other non-discretionary advisory services
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
OR
06/16/2021 - Present
LPL Financial LLC (TIGARD OR)
OR
08/23/2018 - 06/18/2021
MORGAN STANLEY (LAKE OSWEGO OR)
BOTH
Issued 09/14/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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