Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Max? Claim Your ProfileMax Alexander Adams is a financial advisor who has been in the industry since 1994. He is currently registered as a broker-dealer and investment advisor with MML Investors Services, LLC. Max Alexander Adams is also a licensed attorney. Max Alexander Adams has a range of experience in the financial services industry, having worked with a number of firms, including Park Avenue Securities LLC, MetLife Securities Inc., and John Hancock Distributors, Inc. Max Alexander Adams holds the Series 6, Series 63, and Series 65 licenses and the SIE exam. Max Alexander Adams specializes in providing financial planning and investment advice to individuals, businesses, and trusts. Max Alexander Adams also offers asset allocation programs and portfolio management 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.
Asset allocation programs
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.
A percentage of the total value of assets under management is charged.
Solicitors fees
1
2
FL
12/15/2014 - Present
MML Investors Services, LLC (Miami FL)
FL
10/08/2004 - 11/21/2007
PARK AVENUE SECURITIES LLC (FORT MYERS FL)
MA
08/16/2001 - 09/30/2004
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
08/16/2001 - 09/30/2004
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
CA
03/27/1998 - 10/12/2001
LEGACY FINANCIAL SERVICES, INC. (PETALUMA CA)
MA
07/22/1996 - 02/23/1998
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MA
08/11/1994 - 05/14/1996
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
08/11/1994 - 05/14/1996
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BC
Issued 12/12/2005
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/29/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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