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Max J Revelle

Hazard & Siegel, Inc.

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About Max J Revelle

Max Revelle is a financial advisor who has been in the industry since 2014. Max is currently registered with Hazard & Siegel, Inc. Max has a background in the industry that includes previous positions with THRIVENT INVESTMENT MANAGEMENT INC., FIDELITY BROKERAGE SERVICES LLC, METLIFE SECURITIES INC., METROPOLITAN LIFE INSURANCE COMPANY, MORGAN STANLEY DW INC., WACHOVIA SECURITIES, LLC, WACHOVIA SECURITIES, INC., and EDWARD JONES.

Firm Information

Max Revelle is currently registered with Hazard & Siegel, Inc.. Hazard & Siegel, Inc. is a corporation formed on June 15, 1971, with a presence in 42 states and registered with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

42

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.

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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Max Revelle’s Registration & Firm History

NY

02/04/2024 - Present

Hazard & Siegel, Inc. (DEWITT NY)

MN

10/30/2023 - 12/22/2023

THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)

RI

07/21/2022 - 06/30/2023

FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)

GA

03/07/2006 - 03/01/2007

METLIFE SECURITIES INC. (ATLANTA GA)

GA

03/07/2006 - 03/01/2007

METROPOLITAN LIFE INSURANCE COMPANY (ATLANTA GA)

NY

07/07/2004 - 09/26/2005

MORGAN STANLEY DW INC. (PURCHASE NY)

MO

06/15/2002 - 07/07/2004

WACHOVIA SECURITIES, LLC (ST. LOUIS MO)

NC

12/12/2000 - 06/15/2002

WACHOVIA SECURITIES, INC. (CHARLOTTE NC)

MO

06/30/1998 - 12/11/2000

EDWARD JONES (ST. LOUIS MO)

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Licenses & Designations

BOTH

Issued 09/23/2022

Series 66 - Uniform Combined State Law Examination

IA

Issued 08/13/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/01/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/21/2022

Series 7TO - General Securities Representative Examination

BC

Issued 06/21/2022

SIE - Securities Industry Essentials Examination

BC

Issued 06/29/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Max J Revelle. Review regulatory record here.
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