Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maxwell? Claim Your ProfileMaxwell A. Uribe is a registered investment advisor representative with Morgan Stanley Investment Management Inc. Maxwell A. Uribe has been in the industry for over 2 years. Maxwell A. Uribe is registered with the state of New Jersey as a broker-dealer and investment advisor. Maxwell A. Uribe holds the Series 7, 66, and SIE licenses. Maxwell A. Uribe specializes in providing portfolio management services to individuals, businesses, investment companies, and pooled investment vehicles.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
10/11/2024 - Present
Morgan Stanley Investment Management Inc. (NEW YORK NY)
BOTH
Issued 10/19/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/13/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/08/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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