Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maxwell? Claim Your ProfileMaxwell Heller is a financial professional with experience in the investment banking industry. Maxwell has been in the industry since August 2013 and is currently registered with PJT Partners LP. Maxwell holds the Series 7, 79, 63, and SIE licenses. Maxwell's professional experience includes time at Park Hill Real Estate Group LLC and Park Hill Group LLC. In addition to his current registration with PJT Partners LP, Maxwell is also registered in several states including Connecticut, District of Columbia, Maryland, Massachusetts, New Hampshire, New Jersey, New York, Vermont, Virginia, and West Virginia.
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.
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.
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NY
07/25/2023 - Present
PJT Partners LP (NEW YORK NY)
NY
08/31/2020 - 08/18/2021
PJT PARTNERS LP (NEW YORK NY)
NY
12/20/2013 - 08/31/2020
PARK HILL GROUP LLC (NEW YORK NY)
NY
08/27/2013 - 12/31/2013
PARK HILL REAL ESTATE GROUP LLC (NEW YORK NY)
BC
Issued 10/22/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2013
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 08/26/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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