Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maxwell? Claim Your ProfileMaxwell Gover is a financial advisor with over 10 years of experience in the industry. Maxwell is currently registered with Oppenheimer & Co. Inc. and is a Series 7, Series 63, Series 79 and SIE licensed professional. Previously, Maxwell worked with Wells Fargo Securities, LLC and Morgan Stanley & Co. LLC. Maxwell is located in New York and provides financial planning and investment advice services to a variety of clients including individuals, high net worth individuals, corporations, charitable organizations, and pension and profit sharing plans.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
07/12/2021 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
NY
09/09/2015 - 05/20/2021
WELLS FARGO SECURITIES, LLC (New York NY)
TX
08/29/2008 - 03/25/2013
MORGAN STANLEY & CO. LLC (HOUSTON TX)
BC
Issued 08/31/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2015
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 08/28/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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