Maxx
Soulliere
Osaic Institutions, Inc
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About this Advisor
Maxx Soulliere is a financial advisor based in The Villages, Florida, working with Osaic Institutions, Inc. Maxx has previously held positions at Axa Advisors, LLC, Primerica, Parady Financial, Student, Zzs Solutions, LLC, Citizens First Bank, Infinex Investments, Inc, and Sft Facilities, Inc. Maxx has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Maxx is part of Osaic Institutions, Inc, which operates out of The Villages, Florida. The firm has 557 offices and 722 employees. The firm manages assets totaling $3.6 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Osaic Institutions, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Osaic Institutions, Inc Brokerage Details
$3,626,644,800
722
8,478
$427,771
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Maxx Soulliere Work History
Citizens First Bank
Infinex Investments, Inc
Sft Facilities, Inc
Axa Advisors, LLC
Zzs Solutions, LLC
Parady Financial
Primerica
Student
Disclosures
Please visit the SEC profile of Maxx Soulliere to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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