Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rhonda? Claim Your ProfileRhonda Maxwell is a financial advisor with over 30 years of experience in the industry. Rhonda has held various positions at prominent firms like Merrill Lynch, Pierce, Fenner & Smith Incorporated, A. G. Edwards & Sons, Inc., and Wells Fargo Clearing Services, LLC. Currently, Rhonda is an Investment Advisor Representative at Stratos Wealth Partners, LTD. Rhonda's firm provides a range of financial services, including portfolio management for individuals and businesses, financial planning, and pension consulting. Rhonda is dedicated to helping clients 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.
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.
Percentage of assets under management with third party managers
1
2
CA
06/04/2020 - Present
Stratos Wealth Partners, Ltd. (MURRIETA CA)
CA
01/01/2008 - 06/05/2020
WELLS FARGO CLEARING SERVICES, LLC (TEMECULA CA)
CA
08/03/2001 - 01/03/2008
A. G. EDWARDS & SONS, INC. (TEMECULA CA)
NY
02/16/1993 - 08/07/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 06/16/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/19/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 02/10/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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