Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Mitchell Maxwell is an investment advisor representative with Leisure Capital Management, Inc., and is registered to provide investment advisory services in California. Patrick is a Chartered Financial Analyst, and is active in the industry since 2008. Patrick has experience working with high-net-worth individuals, charitable organizations, corporations, and individuals other than high-net-worth.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
08/14/2014 - Present
Leisure Capital Management, Inc. (COSTA MESA CA)
Active
Inactive
Not sure Patrick Maxwell is the right advisor for you? Invested Better is here to help.
