Maxwell Beebe (CRD# 6921387) is an Investment Advisor Representative working at Commonwealth Financial Network in Queensbury, NY and has over 5 years of experience in the finance industry.
CRD# 1063197
Lpl Financial LLC
CRD# 1476297
Lpl Financial LLC
CRD# 6561717
Morgan Stanley
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Commonwealth Financial Network | Waltham, MA | Jun 2023 - Current | < 1 |
| Beebe Financial Services | Queensbury, NY | Jun 2023 - Current | < 1 |
| Equitable Advisors, LLC | New York, NY | May 2018 - Jun 2023 | 5 |
| Axa Advisors LLC | New York, NY | May 2018 - Jun 2020 | 2 |
| Ups | Queensbury, NY | Aug 2017 - May 2018 | < 1 |
| Ron's Hardware | Bolton Landing, NY | May 2017 - Aug 2017 | < 1 |
| The Chateau On The Lake | Bolton Landing, NY | May 2014 - Aug 2017 | 3 |
| Suny Potsdam | Potsdam, NY | Aug 2012 - May 2017 | 4 |
| Ron's Hardware | Bolton Landing, NY | May 2016 - Aug 2016 | < 1 |
| Ron's Hardware | Bolton Landing, NY | May 2015 - Aug 2015 | < 1 |
| Whiteface Mountain | Wilmington, NY | Nov 2013 - Mar 2015 | 1 |
| Ron's Hardware | Bolton Landing, NY | May 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2018 |
| S63 | Uniform Securities State Law Examination | Jun 2018 |
- NY
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Total Assets Under Management177,032MILLIONS
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Total Number of Accounts623,075ACCOUNTS
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Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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