Unclaimed
Max Edward Modeste is a financial professional with Fidelity Brokerage Services LLC, a firm registered with FINRA and the SEC. Max holds both Series 7 and Series 66 licenses and has been in the industry since February 2024. Max's career has focused on providing financial advice and investment services to clients. Max is registered in 22 states.
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.
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.
1
2
CA
02/02/2024 - Present
Fidelity Brokerage Services LLC (SACRAMENTO CA)
BOTH
Issued 04/28/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/01/2024
Series 7TO - General Securities Representative Examination
BC
Issued 11/10/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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