Unclaimed
Keren Savitzky is a registered representative with Maxim Financial Advisors LLC, based in NEW YORK, NY. Keren has been in the industry since 2018 and holds a Series 66, Series 24, Series 7, and SIE licenses. Keren has worked with Maxim Group LLC since 2017 and has also held positions at Tommy Hilfiger and Yigal Azrouel. Keren specializes in providing investment advice to individuals and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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2
NY
08/09/2021 - Present
Maxim Financial Advisors LLC (NEW YORK NY)
BOTH
Issued 07/31/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/02/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE Arca, Inc.
N
Nasdaq Stock Market
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