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Max Harrison Asnes

Fierston Financial Group Inc.

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About Max Harrison Asnes

Max Asnes is a Certified Financial Planner™ who provides financial advice to individuals and businesses. Max is registered with the state of Connecticut as an Investment Advisor Representative (IAR). Max is currently employed by Fierston Financial Group Inc. where Max specializes in retirement planning, college savings plans, and insurance needs. Max previously worked at Commonwealth Financial Network. Max has a Series 7TO and SIE license. Max also has experience in various industries, including education, retail, and food service. Max is committed to providing personalized financial advice to help clients achieve their financial goals.

Firm Information

Max Asnes is currently registered with Fierston Financial Group Inc.. Fierston Financial Group Inc. is a Registered Investment Advisor located in WEST HARTFORD, CT. They offer financial planning and portfolio management for businesses, individuals, and charitable organizations. The firm manages approximately $942,560,611 in assets for 932 accounts.
Fierston Financial Group Inc.

29 SOUTH MAIN ST

WEST HARTFORD, CT 06107

$942.56M

Assets Under Management

2

Total Clients

4

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Max Asnes’s Registration & Firm History

CT

05/31/2024 - Present

Fierston Financial Group Inc. (WEST HARTFORD CT)

CT

10/18/2021 - 01/04/2022

COMMONWEALTH FINANCIAL NETWORK (FARMINGTON CT)

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Licenses & Designations

BC

Issued 10/18/2021

Series 7TO - General Securities Representative Examination

BC

Issued 09/26/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Max Harrison Asnes.
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