Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maxine? Claim Your ProfileMaxine Mott is a registered investment advisor representative with Lincoln Investment and has been in the financial industry for over 28 years. Maxine holds a Series 6, 7, 24, 26, 63, and 66 license. Before joining Lincoln Investment, Maxine was employed with TIAA-CREF Individual & Institutional Services, LLC, and Goldman, Sachs & Co. Maxine Mott has extensive experience providing financial services to individual and corporate clients. Maxine's specializations include retirement planning, college savings, and estate planning. Maxine Mott is committed to helping clients achieve their financial goals.
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.
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
IL
04/21/2021 - Present
Lincoln Investment (LOMBARD IL)
IL
07/09/2014 - 10/27/2017
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHICAGO IL)
IL
06/24/1993 - 07/19/2013
GOLDMAN, SACHS & CO. (CHICAGO IL)
NA
10/25/1988 - 10/29/1991
KEMPER FINANCIAL SERVICES, INC.
BOTH
Issued 09/27/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/22/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/23/2024
Series 24 - General Securities Principal Examination
BC
Issued 06/05/2021
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/27/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1990
Series 7 - General Securities Representative Examination
BC
Issued 10/19/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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