Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maxwell? Claim Your ProfileMaxwell Ifeanyi James is a registered investment advisor representative with State Farm Investment Management Corp.. Maxwell has been in the financial services industry for over 22 years, and has offices in Washington, DC and Rockville, MD. Maxwell is a registered representative in Delaware, District of Columbia, Maryland, North Carolina and Virginia. Maxwell offers financial and investment advice to individuals and investment companies.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
1
2
DC
07/24/2019 - Present
State Farm Investment Management Corp. (Washington DC)
NE
02/09/2000 - 06/14/2002
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
IA
Issued 07/24/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/19/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Maxwell James is the right advisor for you? Invested Better is here to help.
