2006 -2009 Consultant and Financial Advisor @ Financial Advantage Associates, Inc.
2002 -2006 Principal @ Washington Securities Corporation
Charles Maxwell Education
University Of Maryland - University College
Bachelor of Science (Marketing)
1987-1991
The Bullis School
Charles Maxwell Skills
Portfolio Management
FINRA
Strategic Financial Planning
Mortgage
Investments
New Business Development
Security
Asset Allocation
Insurance
Asset Managment
Retirement Planning
Securities
Mutual Funds
Brokerage
Charles Maxwell Summary
Charles Maxwell, based in Kensington, MD, US, is currently a Engagement Manager at CROSSMARK. Charles Maxwell brings experience from previous roles at Ackerman Security, Reliable, Financial Advantage Associates, Inc. and Washington Securities Corporation. Charles Maxwell holds a 1987 - 1991 Bachelor of Science in Marketing @ University Of Maryland - University College. With a robust skill set that includes Portfolio Management, FINRA, Strategic Financial Planning, Mortgage, Investments and more. Charles Maxwell has 4 emails and 1 mobile phone numbers on RocketReach.
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