Unclaimed
Robin Maxwell is a financial advisor with over 20 years of experience in the industry. Robin currently works at LPL Financial LLC. Robin's prior experience includes working at National Planning Corporation, Multi-Financial Securities Corporation, and Vestar Securities Corporation. Robin is registered with the state of Michigan. Robin's specializations include investment company products, variable contracts, and securities.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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MI
11/29/2017 - Present
LPL Financial LLC (MACOMB TOWNSHIP MI)
MI
08/01/2007 - 11/29/2017
NATIONAL PLANNING CORPORATION (SHELBY TOWNSHIP MI)
MI
01/01/2004 - 08/10/2007
MULTI-FINANCIAL SECURITIES CORPORATION (CLINTON TOWNSHIP MI)
OH
11/12/2002 - 01/01/2004
VESTAX SECURITIES CORPORATION (HUDSON OH)
BC
Issued 11/22/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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