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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Donald Maxwell is a financial advisor with Fidelity Personal And Workplace Advisors. Robert is a CERTIFIED FINANCIAL PLANNER™ professional and a CHARTERED FINANCIAL CONSULTANT®. Robert has over 19 years of experience in the financial services industry. Prior to joining Fidelity, Robert worked at ALLSTATE FINANCIAL SERVICES, LLC, and PRUCO SECURITIES, LLC. Robert holds a Series 7, Series 24, Series 26, Series 51, and Series 66 license. Robert provides financial planning and portfolio management services to individuals, businesses, and charitable organizations. Robert has a strong track record of success in 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.
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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MI
07/19/2024 - Present
Fidelity Personal AND Workplace Advisors (GRAND BLANC MI)
MI
05/06/2015 - 08/26/2019
ALLSTATE FINANCIAL SERVICES, LLC (FARMINGTON HILLS MI)
MI
07/27/2004 - 04/02/2015
PRUCO SECURITIES, LLC. (PORTAGE MI)
BOTH
Issued 08/10/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/20/2015
Series 24 - General Securities Principal Examination
BC
Issued 06/18/2015
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/27/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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