Margaret 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. Margie is active in Business Network International, the National Association of Insurance and Financial Advisors (NAIFA) and several local charitable organizations. Margie is a Registered Principal (Series 24), Registered Representative (Series 7 and 66) and an Investment Adviser Representative through Cetera Advisor Networks LLC, a broker-dealer and a registered investment adviser. In addition, she is an Investment Adviser Representative of Financial Management Strategies, Inc., a registered investment adviser. Margie is also an Accredited Investment Fiduciary (AIF®). She is licensed to sell life and health insurance as well as annuities in the states of Ohio and Florida.
Margie also graduated with a Minor in music, and continues to play the viola as a hobby in various local ensembles. She and her family live in Broadview Heights, Ohio.