Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maxwell? Claim Your ProfileMaxwell Demeritte is a financial advisor with over 10 years of experience in the financial services industry. Maxwell currently works with Good Life Advisors, LLC, an independent investment advisor firm. Maxwell's focus is on providing financial planning, portfolio management for individuals, and educational seminars. Maxwell has been a registered representative with LPL Financial since 2022. Before joining LPL Financial, Maxwell worked with Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Maxwell holds Series 7, 9, 10, 63 and 65 licenses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Planning subscription fee
1
2
FL
03/14/2022 - Present
Good Life Advisors, LLC (Coral Springs FL)
FL
03/07/2014 - 03/07/2022
WELLS FARGO CLEARING SERVICES, LLC (DEERFIELD BEACH FL)
NC
10/09/2013 - 02/19/2014
AXA ADVISORS, LLC (RESEARCH TRIANGLE PARK NC)
NC
11/17/2011 - 05/28/2013
FIDELITY BROKERAGE SERVICES LLC (DURHAM NC)
IA
Issued 12/03/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/14/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/18/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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