Maxime Choiniere (CRD# 6571079) is an Investment Advisor Representative working at Simplepath Wealth Management, LLC in Palm Harbor, FL and has over 8 years of experience in the finance industry. Maxime Choiniere 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# 3229164
Commonwealth Financial Network
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Simplepath Wealth Management, LLC | Palm Harbor, FL | Mar 2020 - Current | 4 |
| Simplepath Insurance & Tax Planning, LLC | Palm Harbor, FL | Jan 2020 - Current | 4 |
| J.w. Cole Advisors, Inc. | Tampa, FL | Apr 2019 - Jun 2020 | 1 |
| Global Financial Private Capital, LLC | Sarasota, FL | Jan 2016 - Apr 2019 | 3 |
| Global Financial Private Capital | Sarasota, FL | Feb 2015 - Sep 2018 | 3 |
| Richter 10.2 Media Group | Clearwater, FL | Nov 2009 - Feb 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2015 |
- FL
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
FL
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