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Margaret Suzanne Maxel

19 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningFinancial Planning & CoachingInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10087 advisors
Number of Clients
584,487 clients
Average Client Portfolio
$280K average
Assets Under Management
$163.8B

Fee Structure

Minimum Investment:$5K
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Location

6200 Rockside Rd, Cleveland, OH, 44131

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Margaret sells fixed insurance products such as life, disability, annuities, and long-term care, dedicating a few hours per week. She is also involved in consulting, financial services, advisory services, music, and networking, including being an executive director for BNI and co-owner of Ohio Northeast BNI LLC.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 8 mos
Vantage Financial Group, INC.
March 2021 - Present · 4 yrs 11 mos
Cetera Wealth Services, LLC
September 2013 - Present · 12 yrs 5 mos
Cetera Wealth Services, LLCBroker
September 2013 - Present · 12 yrs 5 mos
Previous Registrations
Cetera Advisor Networks LLC
September 2013 - June 2023 · 9 yrs 9 mos
Financial Management Strategies, INC.
January 2010 - July 2021 · 11 yrs 6 mos
Walnut Street Securities, INC.
January 2010 - September 2013 · 3 yrs 8 mos
Walnut Street Securities, INC.Broker
January 2010 - September 2013 · 3 yrs 8 mos
Ameriprise Financial Services, INC.
July 2006 - January 2010 · 3 yrs 6 mos
Ameriprise Financial Services, INC.Broker
July 2006 - January 2010 · 3 yrs 6 mos
State Registrations5 states
FLINNCNMOH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.