![Robert Maxwell, financial advisor Grand Blanc MI](/img/ws/profile-blank-sq.png)
Robert Maxwell (CRD# 4822662) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Grand Blanc, MI and has over 19 years of experience in the finance industry. Robert Maxwell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2117710
Grand Capital Advisors, LLC
CRD# 7076674
Grand Capital Advisors, LLC
![Bianca Adamo-Leece, financial advisor Grand Blanc MI](/img/ws/profile-blank-sq.png)
CRD# 4473397
J.p. Morgan Securities LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Fidelity Investments | Grand Blanc, MI | Apr 2021 - Current | 3 |
Pinnacle Wealth Partners | Milford, MI | Oct 2019 - Apr 2021 | 1 |
Unemployed | Milford, MI | Sep 2019 - Sep 2019 | < 1 |
Allstate Insurance Co | Farmington Hills, MI | Apr 2015 - Aug 2019 | 4 |
Pruco Securities, LLC | Portage, MI | Jun 2004 - Mar 2015 | 10 |
The Prudential Insurance Company Of America | Portage, MI | Jun 2004 - Mar 2015 | 10 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Aug 2004 |
- MI
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Total Assets Under Management818,776MILLIONS
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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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