Maximillian Gubanc (CRD# 7283183) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Fairlawn, OH and has 1 year of experience in the finance industry.
CRD# 5523862
Whitaker-myers Wealth Managers, Ltd.
CRD# 5069849
Strategic Wealth Partners, Ltd.
CRD# 2820363
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Beachwood, OH | Aug 2022 - Current | 1 |
| Hornor, Townsend, & Kent LLC | Horsham, PA | Jan 2022 - Jul 2022 | < 1 |
| Penn Mutual Life Insurance Company | Horsham, PA | Jan 2022 - Jul 2022 | < 1 |
| North Coast Executive Consulting | Solon, OH | Aug 2020 - Jan 2022 | 1 |
| Unemployed | Chardon, OH | Jan 2020 - Jul 2020 | < 1 |
| Kelley & Ferraro | Cleveland, OH | May 2019 - Dec 2019 | < 1 |
| Full Time Education | Chardon, OH | Sep 2016 - Apr 2019 | 2 |
| Stone Water | Highland Heights, OH | Jul 2014 - Aug 2016 | 2 |
| Full Time Education | Chardon, OH | Jan 2012 - Jun 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2023 |
- OH
- TX
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Total Assets Under Management818,776MILLIONS
-
Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
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