Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Max? Claim Your ProfileMax A Cameau is a financial advisor with Stifel, Nicolaus & Company, Inc. Max has over 18 years of experience in the financial services industry. Max holds a Series 7, 31, and 66 licenses, along with the SIE exam. Max is also a Chartered Financial Consultant. Max has been registered with Stifel, Nicolaus & Company, Inc. since January 15, 2021. Prior to that, Max worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Morgan Stanley DW Inc. Max specializes in portfolio management for individuals, businesses, and pooled investment vehicles. Max also provides financial planning and pension consulting services.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
01/15/2021 - Present
Stifel, Nicolaus & Company, Inc. (SUGAR LAND TX)
TX
05/11/2006 - 01/19/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)
TX
12/04/2003 - 06/01/2006
MORGAN STANLEY DW INC. (HOUSTON TX)
BOTH
Issued 12/31/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 12/03/2003
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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