Margaret Suzanne Maxel

Current Employers

Employment History

• 02/2010 → 07/2021
  Financial Management Strategies
  Valley View, OH
• 09/2013 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 03/2021 → Present
  Vantage Financial Group, Inc.
  Cleveland, OH
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2010-01-20 → 2021-07-01
  Financial Management Strategies, Inc.
  Broadview Hts., OH
• 2010-01-05 → 2013-09-03
  Walnut Street Securities, Inc.
  Valley View, OH
• 2006-07-20 → 2010-01-06
  Ameriprise Financial Services, Llc
  Westlake, OH

Other Businesses

(1) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES ; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: FIXED INSURANCE ; START DATE: 04/2019 ; APX NUMBER OF HOURS PER WEEK: 2 ; APX NUMBER OF HOURS DURING TRADING HOURS: 2 ; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, DISABILITY, ANNUITIES AND LONG TERM CARE ; (2) NAME OF OTHER BUSINESS: MARSUCO LLC ; INVESTMENT RELATED: NO ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: CONSULTING ; START DATE: 10/2020 POSITION/TITLE/RELATIONSHIP: DIRECTOR / CONSULTANT APX NUMBER OF HOURS PER WEEK: 3 ; APX NUMBER OF HOURS DURING TRADING HOURS: 3 ; BRIEF DESCRIPTION OF DUTIES: SUPERVISE MEETINGS. MEMBER TRAINING WITH BNI ; (3) NAME OF OTHER BUSINESS: VANTAGE FINANCIAL GROUP ; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES ; START DATE: 04/2019 ; POSITION/TITLE/RELATIONSHIP: REGISTERED REPRESENTATIVE ; APX NUMBER OF HOURS PER WEEK: N/A APX NUMBER OF HOURS DURING TRADING HOURS: N/A BRIEF DESCRIPTION OF DUTIES: DBA FOR SECURITIES BUSINESS ; (4) NAME OF OTHER BUSINESS: VANTAGE FINANCIAL GROUP - CRD#105950; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: ADVISORY SERVICES; POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISORY REPRESENTATIVE; START DATE: 3/2021; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: ASSET MANAGEMENT; (5) NAME OF OTHER BUSINESS: MARGARET MAXEL ; INVESTMENT RELATED: NO ; ADDRESS: SAME AS RESIDENTIAL LOCATION ; NATURE OF BUSINESS: MUSICIAN ; START DATE: 06/2021 ; POSITION/TITLE/RELATIONSHIP: VIOLA PLAYER ; APX NUMBER OF HOURS PER WEEK: LESS THAN ONE ; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN ONE ; BRIEF DESCRIPTION OF DUTIES: VIOLA PLAYER AS A SOLOIST OR WITH ENSEMBLE, UPON REQUEST ; (6) NAME OF OTHER BUSINESS: BNI NE OHIO, AND BNI E OHIO INVESTMENT RELATED: NO, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: NETWORKING, START DATE: 01/2022, POSITION/TITLE/RELATIONSHIP: EXECUTIVE DIRECTOR, APX NUMBER OF HOURS PER WEEK: 25, 1 HOUR DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: STARTING AND MAINTAINING BNI CHAPTERS, 06/2025 ALSO SERVING ON THE FRANCHISE ADVISORY COUNCIL ; 7)NAME OF OTHER BUSINESS: OHIO NORTHEAST BNI LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: LLC; START DATE: 6/2023; POSITION/TITLE/RELATIONSHIP: CO-OWNER; APX NUMBER OF HOURS PER WEEK: 15; APX NUMBER OF HOURS DURING TRADING HOURS: 15; BRIEF DESCRIPTION OF DUTIES: PASS THROUGH ENTITY FOR TAX PURPOSES FOR PROFESSIONAL NETWORKING PROGRAM;

Exams

• S66 Uniform Combined State Law Examination
  2015-07-14

Other Names

• Margie Scheiman
• Margaret Suzanne Scheiman