Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maxwell? Claim Your ProfileMaxwell Bastien is a financial advisor with over 8 years of experience in the financial services industry. Maxwell has a strong background in investment management and financial planning, having worked with Fidelity Investments Institutional Services Company, Inc. and Partners Group. Maxwell is currently a Registered Representative for Johnson Financial Group LLC and JFG Wealth Management, LLC. Maxwell holds the Series 7, Series 63, and SIE licenses. Maxwell specializes in providing financial advice to high-net-worth individuals, charitable organizations, and pooled investment vehicles. Maxwell is also a Chartered Financial Analyst (CFA).
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Family office 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.
A percentage of the total value of assets under management is charged.
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2
CO
07/08/2024 - Present
Johnson Financial Group LLC (DENVER CO)
TX
08/08/2014 - 03/31/2017
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
BC
Issued 09/22/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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