Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Max? Claim Your ProfileMax Gustav Winthrop is a financial advisor with Winthrop Wealth, located in Boston, Massachusetts. Max has been in the industry since March 2012, and is licensed to provide investment advice in Massachusetts, Illinois, and Virginia. Max has a Series 6, Series 63, and Series 65 license. Max specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations. Max's previous experience includes working at Sun Life Financial Distributors, Inc.
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.
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
MA
03/19/2018 - Present
Winthrop Wealth (BOSTON MA)
MA
01/23/2012 - 06/30/2014
SUN LIFE FINANCIAL DISTRIBUTORS, INC. (WELLESLEY HILLS MA)
BC
Issued 02/14/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/19/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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