Myles Miller Maxey

Current Employers

Employment History

• 01/2011 → 06/2024
  Securities America, Inc
  Sacramento, CA
• 02/2011 → 06/2024
  Securities America Advisors, Inc.
  Sacremento, CA
• 06/2024 → Present
  Osaic Wealth, Inc.
  Sacramento, CA

Previous Registrations

• 2011-02-24 → 2024-06-14
  Securities America Advisors, Inc.
  Sacramento, CA
  Lakeport, CA
  Sacramento, CA

Other Businesses

1. MAXEY INSURANCE SERVICES POSITION: Owner NATURE: INSURANCE SALES - AGENT INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 03/01/2011 ADDRESS: 1610 Arden Way, Suite 299, Sacramento CA 95815 DESCRIPTION: As part of comprehensive financial planning we conduct a risk analysis of clients' current insurance coverages and evaluate any potential risk exposures that may be present for the client. If there is a certain risk exposure that we can help mitigate or problem we can help solve through insurance, we utilize insurance to benefit the client. Furthermore, we continuously review our clients' insurance coverages and risk exposures to make sure that they remain adequately covered as their lives and their needs change. 2. INCOMEMAX FINANCIAL POSITION: Financial Planner NATURE: IncomeMax Financial LLC D/B/A IncomeMax Financial INVESTMENT RELATED: Yes NUMBER OF HOURS: 85 SECURITIES TRADING HOURS: 40 START DATE: 05/08/2023 ADDRESS: 1610 Arden Way, Suite 299, Sacramento CA 95815, United States DESCRIPTION: We offer full-service, comprehensive Financial Planning, Investment Advisory, and Wealth Management services, all provided in the best interests of our clients. Our services include both Investment and Portfolio Management as well as comprehensive Financial Planning designed to support our clients' long-term financial success. From an investment perspective, the management of the portfolio is at the core of our wealth management strategy. We utilize a modern, academic based approach to portfolio construction. Working closely with our clients, we help determine an appropriate asset allocation that balances growth and income based on each client's risk tolerance, financial goals, and overall financial circumstances. We continue to work with our clients and their portfolios with ongoing portfolio monitoring and periodic rebalancing to make sure that the clients are on track to meet their goals. From the financial planning side, we work with clients on an ongoing basis to identify their financial goals, understand their current financial situation, and develop a strategic plan to achieve long-term success. This process provides clients with a comprehensive framework for making smarter financial decisions, decisions that help them create, grow, and preserve their wealth over time. 3. MAXEY NOTARY SERVICES POSITION: Owner NATURE: Sole Proprietorship? INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/06/2024 ADDRESS: 1610 Arden Way, Suite 299, Sacramento CA 95815, United States DESCRIPTION: Provide Notary Services to clients that have to have certain documents notarized.

Exams

• S66 Uniform Combined State Law Examination
  2011-02-18

Designations

Other Names

• Myles M. Maxey