Unclaimed
Maxwell James Lampe is a registered representative associated with Equitable Advisors, LLC. Maxwell is registered in Iowa and Kansas. Maxwell has passed the Uniform Combined State Law Examination and has been in the industry since at least August 2015. Maxwell has been associated with Equitable Advisors, LLC since October 2024. Outside of this role, Maxwell is a bartender at Big Grove Brewery in Cedar Rapids, Iowa. Maxwell has specializations in areas 1, 2, 3, 4, 5, and 6.
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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IA
10/07/2024 - Present
Equitable Advisors, LLC (CEDAR RAPIDS IA)
Active
Inactive
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