Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maxwell? Claim Your ProfileMaxwell Christopher Clark is a financial advisor with LPL Financial LLC. Maxwell has been working in the financial services industry since 2010, and is registered in 16 states. Before joining LPL Financial LLC, Maxwell worked at CETERA ADVISOR NETWORKS LLC. Maxwell holds the Series 66, Series 24, SIE, and Series 7 licenses. Maxwell also holds the Certified Financial Planner designation. Maxwell's areas of specialization include: retirement planning, college savings planning, insurance planning, estate planning, and business planning. Maxwell can assist clients with a variety of financial needs, including: investment management, financial planning, and insurance. Maxwell is committed to providing clients with personalized financial advice and strategies to help them reach 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.
Consulting and other non-discretionary advisory services
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.
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TX
11/30/2020 - Present
LPL Financial LLC (SAN ANTONIO TX)
TX
03/11/2010 - 11/25/2020
CETERA ADVISOR NETWORKS LLC (SAN ANTONIO TX)
BOTH
Issued 03/25/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/05/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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