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Robert Maxwell CFP®'s
email & phone

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Current Position:

Financial Consultant at Fidelity Investments

Experience:

21 years

Location:

Detroit Metropolitan Area

How to contact Robert Maxwell CFP®

Last updated:2025-09-13
emailr*******l@fidelity.com
phone+1-***-***-1934
LinkedIn
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Facebook

Work Experience

Financial Consultant at Fidelity Investments

Apr 2021 - Current

Principal Owner at Pinnacle Wealth Partners

Jan 2020 - Apr 2021

Territorial Financial Sales Leader at Allstate Financial Services, LLC

Apr 2015 - Aug 2019

Manager, Financial Services at The Prudential Insurance Company of America at Prudential Financial

Jun 2008 - Mar 2015

Financial Professional at The Prudential Insurance Company of America at Prudential Financial

Jun 2004 - Mar 2015

Education

The American College of Financial Services

B.S. Business Administration at Oakland University

Eastern Michigan University

High School Diploma at Hackett Catholic Prep

Current Company Information Fidelity Investments

Name: Fidelity Investments

Speciality: Retirement, Investments, Online trading, Asset management, IRA, 401k, Mutual funds, Stocks, ETF, Bonds, Brokerage, Cash management, HSA, 529 plans, Annuities, Life insurance, Benefits consulting, Stock plan services, Business news, Wealth management

Location: Boston, MA, United States

Employees: 10000+

Description: Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes fro...

Frequently Asked Questions

How long has Robert Maxwell CFP® been working as a Financial Consultant?

Robert Maxwell CFP®'s total experience in various companies as a Financial Consultant 4 years 5 months.

What is Robert Maxwell CFP®'s minimum period of employment in the companies?

Robert Maxwell CFP®'s minimum period of employment in various companies is 1 year 3 months.

What is Robert Maxwell CFP®'s average duration of employment for different companies?

On average, Robert Maxwell CFP® works for one company for 5 years 9 months

What industries has Robert Maxwell CFP® worked in?

Robert Maxwell CFP® works in the Financial Services.

What positions has Robert Maxwell CFP® held before?

Previously, Robert Maxwell CFP® worked as a Principal Owner, and Territorial Financial Sales Leader, and Manager, Financial Services at The Prudential Insurance Company of America, and Financial Professional at The Prudential Insurance Company of America.

How do I contact Robert Maxwell CFP®?

Robert Maxwell CFP®'s email address is r*******l@fidelity.com, phone number is +1-***-***-1934. Sign up to get contact details.

Who is the Chairman & CEO of the Fidelity Investments?

The Chairman & CEO of the Fidelity Investments is Abigail P. Johnson

Who are Robert Maxwell CFP®'s peers at other companies?

Robert Maxwell CFP®'s peers at other companies are Bryan Shadron and Kelly Watts and Semaj Sanford
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