Unclaimed
Max Hayward Cutler is a financial advisor in Greenwood Village, CO. Max is licensed to provide financial advice in 52 states and has been in the industry since 2019. Max is registered with Fidelity Personal And Workplace Advisors and is licensed in Colorado and Texas. Max has passed the Series 7, Series 63, Series 66, and the SIE exam. Prior to joining Fidelity Personal And Workplace Advisors, Max worked at Janus Henderson Distributors.
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.
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
CO
03/30/2022 - Present
Fidelity Personal AND Workplace Advisors (GREENWOOD VILLAGE CO)
CO
05/07/2019 - 11/18/2021
JANUS HENDERSON DISTRIBUTORS (DENVER CO)
BOTH
Issued 03/15/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/10/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/15/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/06/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/05/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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