Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maxwell? Claim Your ProfileMaxwell Michalczik is a financial advisor at Equitable Advisors, LLC. Maxwell has been in the financial services industry since August 2022. Maxwell is registered to provide investment advice in Arizona, California, Colorado, Florida, Idaho, New Hampshire, Oregon, Texas, and Utah. Maxwell holds the Series 63, Series 66, Series 7, and SIE securities licenses. Maxwell is also a board member with Angels on Patrol. Maxwell specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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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AZ
03/09/2023 - Present
Equitable Advisors, LLC (SCOTTSDALE AZ)
BOTH
Issued 05/27/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/15/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/19/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/15/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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