Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maxwell? Claim Your ProfileMaxwell Albert Holtsberry is a financial professional with W&S Brokerage Services, Inc. based in Columbus, OH. Maxwell Holtsberry is a registered representative with both FINRA and the state of Ohio and has been in the industry since May 2022. He currently holds Series 63, Series 6TO and SIE licenses and specializes in insurance and retirement planning. Maxwell Albert Holtsberry is also registered in Illinois, Michigan and South Carolina.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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OH
05/10/2022 - Present
W&S Brokerage Services, Inc. (Columbus OH)
BC
Issued 05/18/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/09/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/22/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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