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Maximilian Wilson
11 Years of Experience
Haddonfield, NJ
1 DisclosureBrokerSells Insurance
Maximilian Wilson is a registered investment advisor, based in Haddonfield, NJ, with 11 years of industry experience.
Location
41 S Haddon Ave, Ste 8, Haddonfield, NJ, 08033
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Regulatory History (1)
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Employment Separation After Allegations
June 2020Other Business ActivitiesSells Insurance
Maximilian is an intern at State Farm, providing services to customers. This investment-related activity takes about half of his time.
Employment History
Current Registrations
State Farm Investment Management CORP.
April 2025 - Present · 1 yr 3 mos
State Farm Vp Management CORP.
April 2025 - Present · 1 yr 3 mos
State Farm Vp Management CORP.Broker
April 2025 - Present · 1 yr 3 mos
Previous Registrations
Osaic Wealth, INC.Broker
June 2024 - March 2025 · 9 mos
Wealth Management Associates, INC.
June 2023 - March 2025 · 1 yr 9 mos
Securities America, INC.Broker
May 2023 - June 2024 · 1 yr 1 mo
Haddonfield Financial Planning LLC
October 2020 - May 2023 · 2 yrs 7 mos
J.P. Morgan Securities LLC
April 2019 - July 2020 · 1 yr 3 mos
J.P. Morgan Securities LLCBroker
April 2019 - July 2020 · 1 yr 3 mos
Fidelity Personal and Workplace Advisors
July 2018 - April 2019 · 9 mos
Strategic Advisers LLC
June 2016 - July 2018 · 2 yrs 1 mo
Strategic Advisers, INC.
May 2015 - June 2016 · 1 yr 1 mo
Fidelity Brokerage Services LLCBroker
March 2015 - March 2019 · 4 yrs
Morgan Stanley Smith Barney LLC
November 2010 - June 2011 · 7 mos
Morgan Stanley Smith BarneyBroker
August 2010 - June 2011 · 10 mos
State Registrations3 states
DENJPA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.