linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Max Bortenschlager

Cetera Advisors LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Max? Claim Your Profile

About Max Bortenschlager

Max Bortenschlager is a financial professional with Cetera Advisors LLC, a firm based in Indianapolis, Indiana. Max has been working in the financial industry since July 2024 and holds the Series 7TO and SIE licenses.

Firm Information

Max Bortenschlager is currently registered with Cetera Advisors LLC. Cetera Advisors LLC is a Limited Liability Company formed on August 31, 2012. It is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has 14 Regulatory Event disclosures, 1 Civil Event disclosure, and 7 Arbitration disclosures on file.

Not reported

Assets Under Management

Not reported

Total Clients

467

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Max Bortenschlager’s Registration & Firm History

IN

07/25/2024 - Present

Cetera Advisors LLC (INDIANAPOLIS IN)

Not sure if Max Bortenschlager is right for you?

Licenses & Designations

BC

Issued 07/25/2024

Series 7TO - General Securities Representative Examination

BC

Issued 11/28/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Max Bortenschlager.
Not sure if Max Bortenschlager is right for you?