Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maxwell? Claim Your ProfileMaxwell Morris is a registered investment advisor representative with Fidelity Personal And Workplace Advisors. Maxwell holds Series 7, Series 63 and Series 65 licenses. Maxwell has 2 years of experience in the financial services industry and has worked with various clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans. Fidelity Personal And Workplace Advisors provides a variety of services to their clients, including financial planning, portfolio management, and educational seminars.
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.
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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2
CT
09/24/2024 - Present
Fidelity Personal AND Workplace Advisors (WEST HARTFORD CT)
IA
Issued 06/15/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/18/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/14/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/21/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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