Unclaimed
Maximus Wysocki is an Investment Advisor Representative registered with Fisher Investments and has been in the industry since August 2023. Maximus holds the Series 65 license, which is the Uniform Investment Adviser Law Examination. Maximus is currently registered in Florida and Texas. Maximus's prior experience includes positions at the University of Oregon and James Madson Highschool.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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FL
01/19/2024 - Present
Fisher Investments (Tampa FL)
IA
Issued 01/19/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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