Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Max? Claim Your ProfileMax Scher is a financial advisor registered with Stifel, Nicolaus & Company, Inc. Max has been in the industry since 2019 and has a Series 63, Series 65, and Series 7 and Series 57 licenses. Max is registered with the state of New York as a broker-dealer and investment advisor. Max has over 50 state registrations and is registered with the FINRA and several SROs. Max specializes in providing financial advice to individuals, corporations, and institutions.
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.
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.
1
2
NY
04/04/2022 - Present
Stifel, Nicolaus & Company, Inc. (NEW YORK NY)
NY
11/16/2019 - 11/29/2019
ROSENBLATT SECURITIES INC. (NEW YORK NY)
IA
Issued 04/01/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/20/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/17/2023
Series 57TO - Securities Trader Exam
BC
Issued 11/15/2019
Series 7TO - General Securities Representative Examination
BC
Issued 09/05/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Max Scher is the right advisor for you? Invested Better is here to help.
