Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maxwell? Claim Your ProfileMaxwell David Taylor is a financial advisor with Advisory Services Network, located in Birmingham, AL. Maxwell holds the Series 7, Series 66, and SIE licenses. Maxwell also holds the Certified Financial Planner designation. Maxwell has been in the industry since 2021. Previously, Maxwell worked for LPL Financial LLC. Maxwell primarily works with individuals and businesses and specializes in financial planning and portfolio management. Maxwell is also a licensed real estate broker and CPA.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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AL
03/13/2023 - Present
Advisory Services Network (BIRMINGHAM AL)
AL
12/24/2021 - 02/09/2023
LPL FINANCIAL LLC (BIRMINGHAM AL)
BOTH
Issued 01/14/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/23/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/24/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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