Margaret Maxel
Margaret Maxel is a registered investment advisor at Cetera Investment Advisers LLC, based in Cleveland, OH, with 20 years of industry experience. Margaret is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
6200 Rockside Rd, Cleveland, OH, 44131
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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
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
Vantage Financial Group, INC.
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Financial Management Strategies, INC.
Walnut Street Securities, INC.
Walnut Street Securities, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations6 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.
Exams
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