Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Max? Claim Your ProfileMax Kohn Brown III is an Investment Advisor Representative (IAR) at Alliancebernstein LP, based in Nashville, Tennessee. Max has been in the financial industry since 2014 and has a diverse background in financial services. Max is a registered representative of FINRA and holds a Series 7, 66, and SIE license. Max has worked at several firms including Northern Lights Distributors, LLC, Jackson National Life Distributors LLC, and Curian Clearing, LLC. Max specializes in a wide range of investment services including financial planning, portfolio management, and asset allocation.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TN
04/09/2019 - Present
Alliancebernstein LP (Nashville TN)
NE
05/26/2018 - 03/08/2019
NORTHERN LIGHTS DISTRIBUTORS, LLC (ELKHORN NE)
NE
07/26/2016 - 02/07/2017
NORTHERN LIGHTS DISTRIBUTORS, LLC (ELKHORN NE)
TN
01/19/2016 - 07/12/2016
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)
TN
08/18/2014 - 01/21/2016
CURIAN CLEARING, LLC (FRANKLIN TN)
MI
01/23/2014 - 06/03/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (TROY MI)
MI
07/02/2012 - 06/18/2013
HANTZ FINANCIAL SERVICES, INC. (SOUTHFIELD MI)
BOTH
Issued 09/08/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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