Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Max? Claim Your ProfileMax Berger is a financial advisor with Diversified, LLC. Max has been a registered investment advisor since June 2023 and has worked in the financial services industry since July 2016. Max is a Certified Financial Planner and has experience in providing financial planning and investment advice to individuals, families, and businesses. Max specializes in financial planning, pension consulting, selection of other advisors, and portfolio management. Max is registered with the state of Delaware and holds a Series 65 license.
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.
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.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
DE
08/05/2024 - Present
Diversified, LLC (WILMINGTON DE)
IA
Issued 10/05/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Max Berger is the right advisor for you? Invested Better is here to help.
