Maximo Justo Guevara
Professional Summary
Maximo Justo Guevara was a registered financial advisor. Maximo was a previously registered financial professional and started their career in finance 1986 - 1996. Maximo had worked at 5 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
40 years in the financial services industry
Current & Past Employments
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Current Firm
CARILLON INVESTMENTS, INC | CARILLON INVESTMENTS, INC.
Contact Information
Established
Ohio since 11/09/1983Firm Type
CorporationFiscal Year End
DecemberDocuments
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| THE UNION CENTRAL LIFE INSURANCE COMPANY | SHAREHOLDER | — |
| ELLIOTT, JENNIFER ANN | ASSISTANT VICE PRESIDENT, OPERATIONS | 4181299 |
| FELDMAN, JOHN ROBERT | ASSISTANT VICE PRESIDENT, SROP | 2139396 |
| GROSSER, CONNIE SUE | VICE PRESIDENT, SROP, FINOP PRINCIPAL, MUNI PRINCIPAL, TREASURER | 1998135 |
| HITCHCOCKGEAR, SALENE MARIE | PRESIDENT | 2590328 |
| HUFFMAN, GARY THOMAS | DIRECTOR | 1032890 |
| LABMEIER, JOHN FRANCIS | VICE PRESIDENT AND SECRETARY | 1229012 |
| LUCAS, JOHN MICHAEL | ASSISTANT SECRETARY | 2099377 |
| MACKENDRICK, MELISSA ANN | ASSISTANT TREASURER | 3236420 |
| OTOOLE, KEVIN WILLIAM | VICE PRESIDENT | 1218438 |
| STARKEY, AMY DANNIS | ASSISTANT VICE PRESIDENT, CROP AND CHIEF COMPLIANCE OFFICER | 2469045 |
| SUTERMEISTER, STEVEN ROBERT | DIRECTOR | 846329 |
| VANERP, ANDREW JAMES | VICE PRESIDENT, MARKETING & SALES | 2643069 |
Disclosures
Arbitration
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jun 1986About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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