Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maxwell? Claim Your ProfileMaxwell Lewis Oglander is a financial advisor currently registered with Truist Advisory Services, Inc. Maxwell has been in the industry since 2014 and has experience with AXA Advisors, LLC as well. Maxwell specializes in portfolio management, financial planning, and providing financial profiling services. Maxwell is licensed to provide investment advice in Florida.
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.
Wrap fee product and financial profiling services using desktop software
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
FL
08/01/2018 - Present
Truist Advisory Services, Inc. (TAMPA FL)
FL
02/08/2017 - 12/22/2017
AXA ADVISORS, LLC (TAMPA FL)
IA
Issued 07/17/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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