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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Max? Claim Your ProfileMax Isaacman is a financial advisor with Fiscal Wisdom Wealth Management LLC. Max is licensed in California, Georgia, and Oklahoma and has been a registered investment advisor since 1995. Max has more than 30 years of experience in the financial industry. Max is committed to providing clients with personalized financial advice and guidance.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
Solicitor to other ia's
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.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
CT
07/06/2023 - Present
Fiscal Wisdom Wealth Management LLC (CANTON CT)
TX
02/09/2023 - 06/12/2023
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
CA
02/14/2017 - 01/09/2023
PORTSMOUTH FINANCIAL SERVICES (SAN FRANCISCO CA)
CA
01/04/2017 - 02/16/2017
SCOTTRADE, INC. (Corte Madera CA)
CA
04/28/2016 - 12/20/2016
PORTSMOUTH FINANCIAL SERVICES (SAN FRANCISCO CA)
CA
01/19/2016 - 04/20/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN FRANCISCO CA)
CA
11/11/2013 - 12/26/2015
PORTSMOUTH FINANCIAL SERVICES (SAN FRANCISCO CA)
CA
02/03/2012 - 11/11/2013
EAST / WEST SECURITIES CORP. (SAN FRANCISCO CA)
CA
10/06/1998 - 03/02/2012
EAST/WEST SECURITIES CO. (SAN FRANCISCO CA)
CA
07/07/1997 - 09/22/1998
MCCLURG CAPITAL CORPORATION (SAN RAFAEL CA)
CA
01/21/1997 - 06/12/1997
CRUTTENDEN ROTH INCORPORATED (NEWPORT BEACH CA)
IL
01/11/1996 - 01/06/1997
RODMAN & RENSHAW INC. (CHICAGO IL)
CA
02/04/1994 - 01/02/1996
WEDBUSH MORGAN SECURITIES INC. (LOS ANGELES CA)
CA
08/24/1993 - 04/20/1994
TRANSAMERICA FINANCIAL RESOURCES, INC. (LOS ANGELES CA)
NA
06/18/1992 - 01/04/1993
BANCAL INVESTMENT SERVICES, INC.
NY
08/30/1990 - 01/14/1991
LEHMAN BROTHERS INC. (NEW YORK NY)
CA
05/21/1990 - 08/07/1990
THOMAS F. WHITE & CO., INCORPORATED (SAN FRANCISCO CA)
VA
05/10/1989 - 03/14/1990
GNA SECURITIES, INC. (GLEN ALLEN VA)
NA
12/22/1986 - 08/18/1987
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
07/03/1986 - 12/19/1986
MONTGOMERY SECURITIES
NA
12/09/1986 - 12/18/1986
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
09/10/1985 - 07/03/1986
UNDERWOOD, NEUHAUS & CO., INCORPORATED
NA
08/29/1985 - 09/17/1985
COWEN & CO.
NA
01/24/1985 - 07/29/1985
SUNSTRAND SECURITIES CORPORATION, INC.
NA
12/17/1981 - 01/11/1985
COWEN SECURITIES INC.
NA
12/10/1980 - 01/01/1985
COWEN & CO.
NA
02/22/1978 - 11/21/1980
LEHMAN BROTHERS KUHN LOEB INCORPORATED
NA
05/01/1975 - 02/22/1978
LEHMAN BROTHERS INCORPORATED
NA
09/21/1973 - 06/05/1975
BACHE & CO INCORPORATED
NA
11/21/1966 - 11/29/1973
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
IA
Issued 01/06/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/14/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/24/1982
Series 4 - Registered Options Principal Examination
BC
Issued 01/01/1981
Series 12 - NYSE Branch Manager Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1966
Series 1 - Registered Representative Examination
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Inactive
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