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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maxwell? Claim Your ProfileMaxwell Ramsey Pray is a registered investment advisor representative with Clifford Swan Investment Counselors. Maxwell Pray has been in the industry since 2007 and is based in Pasadena, CA. Maxwell Pray is a Chartered Financial Analyst and is currently registered in California as an Investment Advisor Representative. Clifford Swan Investment Counselors specializes in providing investment advisory services for individuals, businesses, charitable organizations, and high-net-worth individuals. They also offer financial planning and publish periodicals.
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.
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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CA
01/03/2025 - Present
Clifford Swan Investment Counselors (PASADENA CA)
BC
Issued 03/22/1996
Series 2 - Non-Member General Securities Examination
Active
Inactive
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