Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Maxey is a financial advisor with Atlas Legacy Advisors LLC, a firm headquartered in Los Angeles. Susan has been working in the financial industry since 2008 and is registered with the state of California and Texas. Susan is also registered with Seneca Private Wealth, LLC, which is also headquartered in Los Angeles. Prior to joining Atlas Legacy Advisors LLC, Susan worked at Wells Fargo Clearing Services, LLC in Century City, CA. Susan has a wide range of experience in financial planning, portfolio management, and pension consulting. Susan's specialties include working with high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
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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CA
06/18/2024 - Present
Atlas Legacy Advisors LLC (LOS ANGELES CA)
CA
07/03/2012 - 06/07/2024
WELLS FARGO CLEARING SERVICES, LLC (LOS ANGELES CA)
CA
10/21/2008 - 07/05/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BEVERLY HILLS CA)
CA
10/03/2008 - 10/31/2008
UBS FINANCIAL SERVICES INC. (BEVERLY HILLS CA)
BOTH
Issued 10/09/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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