Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Max? Claim Your ProfileMax Alan Good is a financial advisor with over 35 years of experience in the financial services industry. Max is registered with LPL Financial LLC and has a Series 7, Series 63, and Series 65 licenses. Max has a strong understanding of investment strategies and can help individuals and families achieve their financial goals. Max is passionate about helping clients understand their financial situation and develop a plan to reach their objectives. Prior to joining LPL Financial LLC, Max was affiliated with OSAIC WEALTH, INC. and FSC SECURITIES CORPORATION.
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.
Consulting and other non-discretionary advisory services
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
MT
12/05/2023 - Present
LPL Financial LLC (MISSOULA MT)
MT
11/03/2023 - 12/01/2023
OSAIC WEALTH, INC. (MISSOULA MT)
MT
09/26/1994 - 11/03/2023
FSC SECURITIES CORPORATION (MISSOULA MT)
MN
05/25/1988 - 09/29/1994
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
IA
Issued 11/05/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/16/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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