Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maxx? Claim Your ProfileMaxx Eisenhoffer is a financial advisor with Edward Jones. Maxx has been in the financial services industry since 2017 and is registered with the state of Missouri and Texas. Maxx holds the Series 7, 63, and 66 licenses. Maxx specializes in retirement planning, investment management and insurance. Maxx has previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wells Fargo Clearing Services, LLC, TD Ameritrade, Inc. and Scottrade, Inc. Maxx’s experience and expertise make Maxx well-suited to help individuals and families achieve their financial goals.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MO
05/17/2024 - Present
Edward Jones (St Louis MO)
MO
07/24/2022 - 05/03/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CREVE COEUR MO)
MO
11/05/2020 - 06/03/2022
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
MO
06/04/2019 - 10/31/2019
TD AMERITRADE, INC. (ST. LOUIS MO)
MO
07/12/2017 - 02/13/2018
SCOTTRADE, INC. (ST LOUIS MO)
BOTH
Issued 08/06/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/01/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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