Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maxwell? Claim Your ProfileMaxwell J. Wilson is a registered investment advisor representative with Fidelity Personal and Workplace Advisors. Maxwell Wilson has been in the financial industry for over 17 years and has a strong background in financial planning and portfolio management. Maxwell Wilson specializes in providing financial planning and portfolio management services to individuals and families. Maxwell Wilson also has experience working with charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Maxwell Wilson holds the Series 63, 66, 7, 9, 10, and SIE 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.
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.
1
2
CO
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (ENGLEWOOD CO)
BOTH
Issued 12/19/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/04/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/27/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/18/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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