David Maxfield Email & Phone Number

Senior Advisor, Supervision - Trade Review @ Raymond James

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David Maxfield Location

Nisswa, MN, US

David Maxfield Work

2022 - now Senior Advisor, Supervision - Trade Review @ Raymond James
2021 - 2022 High Net Worth Service Associate @ Fidelity Investments
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2020 - 2021 Temporarily Retired from Financial Industry @ Self Employed

2012 - 2020 WFA Regional Supervisor @ Wells Fargo Advisors, LLC
2012 - 2012 CTS Account Associate @ Wells Fargo Shareowner Services
2011 - 2012 Trainer, FINRA Compliance, Business Analyst, Process Improvement, SME, Project Managment @ Brokerage, Insurance, Financial, Contact Center, and Compliance Companies
2006 - 2011 Stock Options Trading Specialist | Compliance | Trainer | BA, SME, Equity Benefits, Brokerage @ Wells Fargo Advisors
2000 - 2006 Senior Financial Consultant | Sales| Trainer | Marketing Planner | Process Improvement @ Financial Services Company
1998 - 2000 Registered Investment Advisory @ Royal Alliance Associates
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1989 - 1998 Multiline Neighborhood Office Agent @ Allstate

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David Maxfield Education

Dakota County Technical College
Brewing and Beer Steward Technology Certificate (Brewing and Beer Steward Technology)
2020 - 2021
Dakota County Technical College
(Brewing and Beer Stewardship Technology)
2020 - 2021
Illinois State University

Dakota County Technical College

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David Maxfield Summary

David Maxfield, based in Nisswa, MN, US, is currently a Senior Advisor, Supervision - Trade Review at Raymond James. David Maxfield brings experience from previous roles at Fidelity Investments, Self Employed, Wells Fargo Advisors, LLC and Wells Fargo Shareowner Services. David Maxfield holds a 2020 - 2021 Brewing and Beer Steward Technology Certificate in Brewing and Beer Steward Technology @ Dakota County Technical College. David Maxfield has 1 emails and 1 mobile phone numbers on RocketReach.

David Maxfield Emails

Found 1 emails

@raymondjames.com

David Maxfield Phone Numbers

Found 4 phone numbers

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David Maxfield

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