Maxwell Alarie (CRD# 7587996) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Smithfield, RI and has 1 year of experience in the finance industry.
CRD# 4318531
Integrated Wealth Concepts LLC
CRD# 4030542
Ameriprise Financial Services, LLC
CRD# 6230536
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Fidelity Investments | Smithfield, RI | Jun 2022 - Current | 1 |
Bruno's Pizza | Amherst, MA | Oct 2021 - May 2022 | < 1 |
University Of Massachusetts Amherst | Amherst, MA | Sep 2019 - May 2022 | 2 |
Freedom Boat Club | Warwick, RI | May 2020 - Aug 2021 | 1 |
Umass Dining | Amherst, MA | Feb 2020 - Mar 2020 | < 1 |
Supercharged Entertainment | Wrentham, MA | Jun 2019 - Jan 2020 | < 1 |
The Luggage Factory | Wrentham, MA | Feb 2018 - Jun 2019 | 1 |
Westfield State University | Westfield, MA | Sep 2018 - May 2019 | < 1 |
North Attleboro High School | North Attleboro, MA | Sep 2014 - May 2018 | 3 |
Town Talk Roast Beef & Wings | North Attleboro, MA | Oct 2017 - Feb 2018 | < 1 |
Northworks | North Attleboro, MA | Aug 2015 - Sep 2017 | 2 |
North Attleboro Middle School | North Attleboro, MA | Jun 2012 - Jun 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Aug 2023 |
S63 | Uniform Securities State Law Examination | Oct 2022 |
- RI
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- 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, VT, WA, WI, WV, WY
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