Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Maxwell is a financial advisor at Private Advisor Group, LLC. Steven is a registered representative with the state of Maryland and has been in the industry since 2017. Steven has a Series 66 license and has passed the Series 7TO, SIE, and Series 99 exams. Steven has worked for Edward Jones and Morgan Stanley & Co. LLC in the past. Steven is also a registered investment advisor in the state of Maryland. Steven has been working at Private Advisor Group, LLC since June 2021. Steven also works with Harford Retirement Planners. Steven has experience working with a variety of clients, including individuals, businesses, and institutions. Steven's specialties include financial planning, pension consulting, and portfolio management.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NJ
06/07/2023 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
MD
11/20/2018 - 06/29/2021
EDWARD JONES (FALLSTON MD)
MD
06/08/2017 - 11/08/2018
MORGAN STANLEY & CO. LLC (BALTIMORE MD)
BOTH
Issued 01/05/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/14/2018
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2017
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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