Unclaimed
Maxine Drexler has been in the financial services industry since 1996. Currently, Maxine Drexler is registered with U.S. Bancorp Investments, Inc. in Pleasanton, CA. Maxine Drexler has passed the Series 7, Series 6, Series 63, and Series 65 exams. Maxine Drexler has experience working for several other firms including CHASE INVESTMENT SERVICES CORP., WAMU INVESTMENTS, INC., CAL FED INVESTMENTS, EQ FINANCIAL CONSULTANTS, INC., and THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
CA
05/03/2011 - Present
U.s. Bancorp Investments, Inc. (Pleasanton CA)
CA
05/02/2009 - 04/20/2011
CHASE INVESTMENT SERVICES CORP. (SAN LEANDRO CA)
CA
02/06/2003 - 05/02/2009
WAMU INVESTMENTS, INC. (SAN LEANDRO CA)
CA
02/09/1998 - 01/17/2003
CAL FED INVESTMENTS (SACRAMENTO CA)
NY
05/10/1996 - 02/18/1998
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
05/10/1996 - 02/18/1998
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 01/29/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/1998
Series 7 - General Securities Representative Examination
BC
Issued 05/09/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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