Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maxwell? Claim Your ProfileMaxwell Moritz is a financial advisor in Indianapolis, Indiana with 8 years of experience in the industry. Maxwell is registered with the state of Indiana and holds the Series 66, Series 7, and SIE licenses. Maxwell has worked for Park Avenue Securities LLC and currently works for Wellington Wealth Strategies, LLC and THE Wellington GRP LLC. Maxwell's specialties include financial planning, selection of other advisors, and portfolio management for individuals, businesses, and pooled investment vehicles.
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.
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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IN
01/03/2025 - Present
Wellington Wealth Strategies, LLC (Indianapolis IN)
IN
06/15/2015 - 09/07/2023
PARK AVENUE SECURITIES LLC (INDIANAPOLIS IN)
BOTH
Issued 10/19/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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