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Gilbert Maxwell Location
Scottsdale, AZ, US
Gilbert Maxwell Work
2009 -now Financial Advisor, Wealth Management Specialist @ Raymond James Financial Services
1993 -2009 Financial Advisor @
2000 -2001 Teacher and Instructor @ Arizona Community College
1983 -1993 Financial Advisor @ Dean Witter, Morgan Stanley
Gilbert Maxwell Education
BYU
Social-Psychology (Science)
Santa Fe High School
HS Diploma (College Prep, Cerritos Jr College)
Gilbert Maxwell Skills
Portfolio Management
Financial Advisory
Wealth Management
Curriculum Development
Finance
Series 7
Banking
Retirement
Asset Allocation
Financial Services
Retirement Planning
Wealth Management Services
Securities
Estate Planning
Management
Mutual Funds
Gilbert Maxwell Summary
Gilbert Maxwell, based in Scottsdale, AZ, US, is currently a Financial Advisor, Wealth Management Specialist at Raymond James Financial Services. Gilbert Maxwell brings experience from previous roles at Smith Barney - Citigroup, Arizona Community College and Dean Witter, Morgan Stanley. Gilbert Maxwell holds a Social-Psychology in Science @ BYU. With a robust skill set that includes Portfolio Management, Financial Advisory, Wealth Management, Curriculum Development, Finance and more. Gilbert Maxwell has 1 emails and 1 mobile phone numbers on RocketReach.
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