Ms. Maxel began her career in the financial services industry in 2006, after receiving her Bachelor of Science (B.S.) in Marketing from the University of Dayton. Her diverse practice is centered on individual personal financial planning and wealth management. She is active in Business Network International, the National Association of Insurance and Financial Advisors (NAIFA) and several local charitable organizations.
Margaret is an Investment Advisor Representative of Cetera Advisor Networks LLC, member FINRA/SIPC, a registered broker/dealer and a Registered Investment Advisor. She has the Series 7 General Securities Representative, Series 66 Uniform Combined State Law and Series 24 General Securities Principal registrations. In addition, she is an Investment Adviser Representative of Financial Management Strategies, Inc., a registered investment adviser. Margie is also licensed Life, Accident & Health. And Annuity insurance in the states of Ohio and Florida.
While in college, Margie also studied and has a Minor in music. She continues to play the viola as a hobby in various local ensembles. Margie, her husband, and daughter live in Broadview Heights, Ohio.