Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Parker? Claim Your ProfileParker Maxwell is a financial advisor with Valeo Financial Advisors, LLC and has been in the industry since 2014. Parker is registered with the state of Colorado. Parker holds the Series 63, Series 66, Series 7 and the SIE licenses. Parker is a Certified Financial Planner™. Parker has previous experience with CHARLES SCHWAB & CO., INC. and MAXWELL REALTY LLC.
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.
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.
Percentage of client net worth
1
2
CO
02/26/2019 - Present
Valeo Financial Advisors, LLC (Littleton CO)
CO
12/16/2014 - 03/21/2018
CHARLES SCHWAB & CO., INC. (DENVER CO)
BOTH
Issued 09/24/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/24/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/21/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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