Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maximus? Claim Your ProfileMaximus Michael Disesa is a financial advisor who has been working in the industry since 2012. Maximus is currently registered with Ameriprise Financial Services, LLC and has offices in Poughkeepsie, NY and Beacon, NY. He holds a Series 7, Series 63 and Series 66 license, along with the SIE exam. He is also a Certified Financial Planner. In the past, Maximus was registered with Edward Jones and was located in Poughkeepsie, NY. Maximus has experience in various financial advisory areas including financial planning, asset allocation services, pension consulting, educational seminars, and publication of periodicals.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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NY
09/10/2019 - Present
Ameriprise Financial Services, LLC (POUGHKEEPSIE NY)
NY
10/11/2012 - 12/05/2016
EDWARD JONES (POUGHKEEPSIE NY)
BC
Issued 08/23/2019
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 11/03/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/11/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/05/2016
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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