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Max Edward Burgin

Fidelity Brokerage Services LLC

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About Max Edward Burgin

Max Edward Burgin is a registered representative with Fidelity Brokerage Services LLC. Max is licensed in all states to provide investment advice and products to individuals and institutions. Max began working in the financial services industry in 2023 and has been with Fidelity Brokerage Services LLC since January 5, 2024. Max holds the Series 7TO, Series 63 and SIE exams. Max is a dedicated and experienced professional with a strong commitment to providing clients with the highest level of service.

Firm Information

Max Burgin is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Max Burgin’s Registration & Firm History

UT

01/05/2024 - Present

Fidelity Brokerage Services LLC (SALT LAKE CITY UT)

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Licenses & Designations

BC

Issued 01/17/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/05/2024

Series 7TO - General Securities Representative Examination

BC

Issued 11/09/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Max Edward Burgin.
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