Maxim Meyers is a CFP, ChFC-designated registered investment advisor, based in Cincinnati, OH, with 38 years of industry experience.
Location
9999 Carver Road, Suite 130, Cincinnati, OH, 45242
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Maxim is dually registered as an investment advisor representative with Octavia Wealth Advisors, LLC and as a Registered Representative with Purshe Kaplan Sterling Investments, Inc., dedicating most of his time to the former. He also works as an agent selling fixed/traditional insurance products, which takes about a quarter of his time.
Employment History
Current Registrations
Octavia Wealth Advisors LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations11 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.