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EO

Edgar Olmeda

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CRD#: 3004901
EO

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Edgar Olmeda, who also goes by Edgar Lewis, was a registered financial professional .

Edgar is a previously registered financial professional and started their career in finance in 1998. Edgar had worked at 11 firms and has passed the Series 65, Series 63 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Edgar Lewis

Other business activities

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.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

July 13, 2007 - March 19, 2008

MAXIMUM FINANCIAL INVESTMENT GROUP, INC.

BD
CRD#: 40096
SOUTHFIELD, MI
Past

February 1, 2007 - April 9, 2007

AVALON PARTNERS, INC.

BD
CRD#: 41357
NEW YORK, NY
Past

December 2, 2004 - January 19, 2007

GREAT EASTERN SECURITIES, INC.

BD
CRD#: 2061
NEW YORK, NY
Past

September 6, 2004 - December 15, 2004

NEW YORK GLOBAL SECURITIES, INC.

BD
CRD#: 46429
NEW YORK, NY
Past

September 4, 2003 - January 2, 2004

BROOKSTREET SECURITIES CORPORATION

BD
CRD#: 14667
SAN JUAN CAPISTRANO, CA
Past

June 25, 2001 - January 4, 2003

AMERIPRISE ADVISOR SERVICES, INC.

BD
CRD#: 5979
DETROIT, MI
Past

February 16, 1999 - June 20, 2001

WINCHESTER INVESTMENT SECURITIES, INC.

BD
CRD#: 28543
OVERLAND PARK, KS
Past

January 25, 1999 - February 23, 1999

HORNBLOWER & WEEKS, INC.

BD
CRD#: 4683
NEW YORK, NY
Past

October 15, 1998 - October 28, 1998

CARNEGIE INVESTOR SERVICES INC.

BD
CRD#: 8295
NEW YORK, NY
Past

September 25, 1998 - April 16, 1999

M.S. FARRELL & COMPANY, INC.

BD
CRD#: 24232
SYOSSET, NY
Past

July 16, 1998 - August 10, 1998

GLOBAL CAPITAL MARKETS, LLC

BD
CRD#: 16191
MELVILLE, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 9/7/2001
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 7/30/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 6/25/1998
General Securities Representative Examination

Current Firm

MF
MAXIMUM FINANCIAL INVESTMENT GROUP, INC.
MAXIMUM FINANCIAL GROUP, INC. | PROGRESSIVE FINANCIAL INC. | MAXIMUM FINANCIAL INVESTMENT GROUP, INC.

CRD#: 40096 / SEC#: , 8-48960

BD
Terminated by SEC on 12/01/2008
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Contact information

Main Address
Mailing Address
Phone number
Established
Michigan since 01/03/1996
Firm type
Corporation
Fiscal year end
June
# of Employees

Documents

Direct owners and executive officers

NamePositionCRD#
PAGANES, CHRISTOPHER THOMASCHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, COMPLIANCE DIRECTOR & CROP/SROP2173707
PAGANES, JOHN THOMASSHAREHOLDER
PRO-ACTIVE HOLDINGSSHAREHOLDER
RUBICON FINANCIAL HOLDINGS, INC.SHAREHOLDER
BARIKMO, GLENN MICHAELEXECUTIVE VICE PRESIDENT1464097

Disclosures

Regulatory Event6

Red Flags

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.

Company Information

MAXIMUM FINANCIAL INVESTMENT GROUP, INC.

CRD#: 40096

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