Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Max? Claim Your ProfileMax Weinstein is a registered representative with Raymond James Financial Services Advisors, Inc. Max has been in the financial services industry since April 4, 2000. Max is also a registered investment advisor in the state of North Carolina. Max's specializations include investment management for individuals and businesses, financial planning, pension consulting, and educational seminars. Max holds FINRA Series 7, 9, 10, 63, and 66 licenses. Max is also licensed in Alabama, Arkansas, California, Florida, Georgia, Hawaii, Illinois, Iowa, Kentucky, Maryland, Mississippi, Missouri, New Mexico, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, and West Virginia. Max Weinstein and Raymond James Financial Services Advisors, Inc. work with a variety of clients including individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and insurance companies.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
NC
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (FAYETTEVILLE NC)
BOTH
Issued 06/29/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/10/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/25/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/28/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Max Weinstein is the right advisor for you? Invested Better is here to help.
