Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maxwell? Claim Your ProfileMaxwell Gifford is a financial professional with Cetera Investment Advisers LLC and has been in the industry for over 1 year. Maxwell is registered as a Registered Representative in Minnesota. They have experience working with individuals, high-net-worth individuals, corporations, businesses, and retirement plans. Maxwell's prior experience includes working for Securian Financial Services, Inc. and Northstar Resource Group. They hold Series 66, Series 7TO and SIE licenses and can offer a variety of financial services including financial planning, portfolio management and selection of other advisors.
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.
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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2
MN
08/10/2023 - Present
Cetera Investment Advisers LLC (MINNEAPOLIS MN)
MN
03/17/2023 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
BOTH
Issued 04/25/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/17/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/24/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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