Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Max? Claim Your ProfileMax Wallins is a financial professional with over six years of experience in the securities industry. Max is currently registered with Santander US Capital Markets LLC as a registered representative in New York. Max previously held a similar position at Credit Suisse Securities (USA) LLC, where Max was registered as a registered representative for six years, leaving in September 2023. Max holds the Series 63, Series 7, Series 79TO and SIE licenses.
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.
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2
NY
08/28/2023 - Present
Santander US Capital Markets LLC (NEW YORK NY)
NY
03/07/2017 - 09/01/2023
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
BC
Issued 04/14/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/15/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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