Robert Maks (CRD# 6938053) is an Investment Advisor Representative working at Newedge Advisors in Troy, MI and has over 5 years of experience in the finance industry. Robert Maks has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4661126
Lpl Financial LLC
CRD# 2117710
Grand Capital Advisors, LLC
CRD# 7076674
Grand Capital Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Troy, MI | Jun 2024 - Current | < 1 |
| Newedge Advisors, LLC | New Orleans, LA | Jun 2024 - Current | < 1 |
| Stonebridge Financial Partners | Bingham Farms, MI | Apr 2018 - Current | 6 |
| Cwm, LLC | Omaha, NE | Feb 2019 - Jun 2024 | 5 |
| Cetera Advisor Networks | El Segundo, CA | Oct 2018 - Jun 2024 | 5 |
| Optimity Advisors | Washington, DC | Sep 2015 - Apr 2018 | 2 |
| Oakland Hills Country Club | Bloomfield Hills, MS | May 2015 - Sep 2015 | < 1 |
| Wake Forest University | Winston-salem, NC | Aug 2014 - May 2015 | < 1 |
| Dish Network | Englewood, CO | May 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2019 |
- MI
- NE
- TX
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Total Assets Under Management18,432MILLIONS
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Total Number of Accounts62,249ACCOUNTS
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Average Account Value$296,108
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
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