Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Max? Claim Your ProfileMax Edward Mataya is an investment advisor representative registered with the state of Minnesota. Max is currently employed with Gradient Advisors, LLC, a firm headquartered in Arden Hills, Minnesota. Max is registered to provide investment advisory services to individuals, businesses, and pension plans. Max holds a Series 65 license and has been in the industry since 2015. In addition to his work at Gradient Advisors, LLC, Max also works with Case Central, LLC in Arden Hills, Minnesota. Max is dedicated to providing comprehensive financial planning and portfolio management services to his clients.
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.
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.
Referral fees
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MN
04/19/2024 - Present
Gradient Advisors, LLC (ARDEN HILLS MN)
IA
Issued 01/18/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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