Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Max? Claim Your ProfileMax Hammond Marshall is a financial advisor with Ameriprise Financial Services, LLC, located in West Des Moines, IA. Max holds Series 7, 63, and 65 licenses and is also a registered Investment Advisor Representative. Max has been in the industry for 3 years and 8 months. Max has experience working with individuals, high-net-worth individuals, trusts/estates, insurance companies, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Max specializes in Asset Allocation Services, Financial Planning, Pension Consulting, Educational Seminars, and Portfolio Management.
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.
Asset allocation services
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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IA
07/23/2024 - Present
Ameriprise Financial Services, LLC (West Des Moines IA)
IA
Issued 07/19/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/13/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/25/2024
Series 7TO - General Securities Representative Examination
BC
Issued 08/21/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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