Unclaimed
Max August Vordenbaum is a financial professional based in Austin, Texas. Max has been in the financial industry since 2020 and is currently registered with Oakwood Capital Securities, Inc. Max is a licensed Series 7TO, SIE, and Series 63 representative. Max has previous experience with PURSHE KAPLAN STERLING INVESTMENTS and AXA ADVISORS, LLC.
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.
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.
1
2
TX
08/20/2024 - Present
Oakwood Capital Securities, Inc. (Austin TX)
TX
01/03/2020 - 01/16/2024
PURSHE KAPLAN STERLING INVESTMENTS (Austin TX)
TX
07/15/2019 - 12/10/2019
AXA ADVISORS, LLC (AUSTIN TX)
BC
Issued 03/19/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/15/2019
Series 7TO - General Securities Representative Examination
BC
Issued 04/24/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Max Vordenbaum is the right advisor for you? Invested Better is here to help.