Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Max? Claim Your ProfileMax Campbell Breckenridge is a financial advisor with Jonestrading. Max is a registered representative with FINRA and is licensed in 53 states. Max has worked in the financial industry since 2018. Max has passed the Series 63, Series 7, Series 79TO and SIE exams. Prior to joining Jonestrading, Max worked at ARCADIA SECURITIES, LLC, FORDHAM FINANCIAL MANAGEMENT, INC., and PAULSON INVESTMENT COMPANY 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.
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2
NY
09/19/2022 - Present
Jonestrading (NEW YORK NY)
NY
02/18/2020 - 09/07/2022
ARCADIA SECURITIES, LLC (New York NY)
NY
06/01/2019 - 02/26/2020
FORDHAM FINANCIAL MANAGEMENT, INC. (New York NY)
NY
08/22/2018 - 05/22/2019
PAULSON INVESTMENT COMPANY LLC (NEW YORK NY)
BC
Issued 08/31/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/10/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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