Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Max? Claim Your ProfileMax Goliger is an investment advisor representative with Fidelity Personal And Workplace Advisors. Max has been in the industry since October 31, 2020. Max has a Series 66 license and has passed the Series 7TO and SIE exams. Max is registered in 53 states and the District of Columbia. Max's firm is Fidelity Personal And Workplace Advisors, which is headquartered in Boston, Massachusetts. Fidelity Personal And Workplace Advisors has been in business since 1946. Fidelity Personal And Workplace Advisors has over 15,000 employees and manages over $818 billion in assets. Fidelity Personal And Workplace Advisors provides financial planning, educational seminars and selection of other advisors services. Max Goliger is a licensed investment advisor representative.
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.
1
2
FL
10/25/2021 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
FL
09/11/2019 - 08/05/2020
EQUITABLE ADVISORS, LLC (BOCA RATON FL)
BOTH
Issued 01/06/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/01/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/11/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/09/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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