Maximilian Westerman
CRD Number: 6378749Current Firm: Raymond James Financial Services Advisors, Inc.
Maximilian Westerman (CRD# 6378749) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Boynton Beach, FL and has over 6 years of experience in the finance industry.
CRD# 1235698
World Equity Group, Inc.
CRD# 6480437
Equitable Advisors, LLC
CRD# 2650834
Convergence Investment Partners, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services Advisors Inc. | Wellington, FL | May 2018 - Current | 6 |
| Raymond James Financial Services,inc | Wellington, FL | Oct 2016 - Current | 7 |
| Connor Financial Group | Boynton Beach, FL | Aug 2016 - Current | 7 |
| Xavier University | Cincinnati, OH | Aug 2012 - Current | 11 |
| Evernia | West Palm Beach, FL | Aug 2020 - Oct 2022 | 2 |
| North Western Mutual | Cincinnati, OH | May 2015 - Jul 2015 | < 1 |
| Raymond James Financial Services | Wellington, FL | Jun 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2018 |
- FL
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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