Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Max? Claim Your ProfileMax Conner Sasseen is a financial advisor at Arvest Wealth Management. Max has been in the financial services industry since June 2022. Max is registered with FINRA and the states of Arkansas, Oklahoma, and Texas. Max holds the Series 7, Series 66 and SIE licenses. Max specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Max is also involved in the theater production business through McMahon Auditorium, where Max plans events, builds set pieces, runs events, runs equipment and helps load in and out. Max's firm, Arvest Wealth Management, provides financial advice to a range of clients, including individuals, corporations, charitable organizations, and pension plans.
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.
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.
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2
OK
05/14/2024 - Present
Arvest Wealth Management (CHICKASHA OK)
BOTH
Issued 07/12/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/09/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/26/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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