Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maxwell? Claim Your ProfileMaxwell Opheim is a financial professional with over four years of experience in the financial industry. Maxwell is currently registered as an Investment Advisor Representative with Cetera Investment Advisers LLC and Advisornet Wealth Partners. Maxwell holds Series 7, 63, and 65 securities licenses. Maxwell works with individuals, businesses, corporations, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Maxwell provides financial planning, portfolio management, and selection of other advisors.
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.
A percentage of the total value of assets under management is charged.
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2
MN
06/29/2023 - Present
Cetera Investment Advisers LLC (MINNETONKA MN)
IA
Issued 3/23/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/16/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/23/2019
Series 7TO - General Securities Representative Examination
BC
Issued 6/24/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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