Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maxwell? Claim Your ProfileMaxwell Lutton Beebe is a financial advisor with Commonwealth Financial Network. Maxwell has over 5 years of experience in the financial services industry. Maxwell holds Series 7, Series 63, and Series 65 licenses and is registered in 24 states. In addition to securities, Maxwell also sells insurance products, including fixed insurance products. Maxwell is also the co-owner of Beebe Group, LLC, a private entity established to facilitate securities, advisory, and insurance business. Maxwell specializes in providing financial planning, portfolio management, and insurance services to individuals, businesses, and families.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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NY
06/09/2023 - Present
Commonwealth Financial Network (Queensbury NY)
NY
05/14/2018 - 06/27/2023
EQUITABLE ADVISORS, LLC (QUEENSBURY NY)
IA
Issued 08/17/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/20/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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