Unclaimed
Max Dean Sharp is a financial professional with over 35 years of experience in the securities industry. Max is currently registered with Crews & Associates, Inc. as a registered representative, and holds Series 7, Series 63, and Series 79TO licenses. Max has previously been registered with several other firms including NFP Securities, Inc., Vining Sparks, ICBA Securities, College & University Securities Corporation, and Vining-Sparks Securities, Inc. Max has a strong track record of providing financial advice and investment management services to individuals, corporations, and other institutions. Max specializes in providing financial planning, portfolio management for individuals and businesses, and insurance services.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
AR
02/01/2006 - Present
Crews & Associates, Inc. (LITTLE ROCK AR)
AR
11/16/2005 - 02/02/2006
NFP SECURITIES, INC. (LITTLE ROCK AR)
TN
01/01/1991 - 10/14/2005
VINING SPARKS (MEMPHIS TN)
TN
08/14/1989 - 10/14/2005
ICBA SECURITIES (MEMPHIS TN)
TN
01/26/1999 - 10/05/1999
COLLEGE & UNIVERSITY SECURITIES CORPORATION (MEMPHIS TN)
NA
05/27/1987 - 01/01/1991
VINING-SPARKS SECURITIES, INC.
BC
Issued 08/04/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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