Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maxwell? Claim Your ProfileMaxwell Coulliette is a financial professional with over 39 years of experience in the financial services industry. Maxwell is a CERTIFIED FINANCIAL PLANNER™ professional and a CHARTERED FINANCIAL CONSULTANT. Maxwell is currently registered with Oneamerica Securities, Inc. and has held previous registrations with FIRST WESTERN ADVISORS, MML INVESTORS SERVICES, INC., PRINCOR FINANCIAL SERVICES CORPORATION, THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK, and MONY SECURITIES CORP.. Maxwell is a Series 6, 7, 24, and 63 licensed professional. Maxwell provides financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Maxwell has a strong commitment 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.
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.
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.
1
2
UT
03/10/2004 - Present
Oneamerica Securities, Inc. (Cottonwood Heights UT)
UT
05/15/2003 - 02/02/2004
FIRST WESTERN ADVISORS (HOLLADAY UT)
MA
02/02/2000 - 05/09/2003
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
01/15/1986 - 02/09/2000
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
NA
07/13/1983 - 01/29/1986
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK
NA
07/13/1983 - 01/28/1986
MONY SECURITIES CORP.
BC
Issued 08/17/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/1992
Series 7 - General Securities Representative Examination
BC
Issued 07/11/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Maxwell Coulliette is the right advisor for you? Invested Better is here to help.
