Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Max? Claim Your ProfileMax David Hodin is a financial advisor with Fidelity Personal And Workplace Advisors, registered with the state of Florida and Texas. Max has been in the financial industry since 2011, holding positions with T3 Trading Group, LLC, SP Securities LLC, Morgan Stanley Smith Barney, and Pulsar Ventures LLC. Max holds Series 7, 31, 57, 63, 66, and SIE licenses. Max focuses on providing financial planning, portfolio management, and educational seminars. Fidelity Personal And Workplace Advisors is a firm with over $1 billion in assets under management and offers various financial services to individuals, businesses, and institutions.
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.
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
FL
10/04/2021 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
NY
10/05/2020 - 08/06/2021
T3 TRADING GROUP, LLC (NEW YORK NY)
TX
01/04/2017 - 10/09/2018
SP SECURITIES LLC (HOUSTON TX)
NY
11/07/2014 - 01/02/2015
T3 TRADING GROUP, LLC (NEW YORK NY)
NY
07/10/2014 - 11/07/2014
WTS PROPRIETARY TRADING GROUP LLC (NEW YORK NY)
FL
08/05/2011 - 07/19/2012
MORGAN STANLEY SMITH BARNEY (TAMPA FL)
BOTH
Issued 09/21/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/04/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/25/2021
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 08/04/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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