Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Max? Claim Your ProfileMax Konrad Jaeger is a financial professional with over 17 years of experience in the industry. Max is currently registered with Stonex Financial Inc. and has previously held positions with PERFORMANCE TRUST CAPITAL PARTNERS, LLC, WELLS FARGO SECURITIES, LLC, DEUTSCHE BANK SECURITIES INC., and RBS SECURITIES INC. Max is licensed in all 50 states and the District of Columbia, holding a Series 63, Series 24, Series 99TO, SIE, and Series 7.
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.
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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2
NC
03/14/2022 - Present
Stonex Financial Inc. (CHARLOTTE NC)
NC
06/29/2020 - 02/11/2022
PERFORMANCE TRUST CAPITAL PARTNERS, LLC (Charlotte NC)
NC
05/26/2015 - 04/28/2020
WELLS FARGO SECURITIES, LLC (CHARLOTTE NC)
NY
09/03/2013 - 05/27/2015
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
CT
11/17/2005 - 09/09/2013
RBS SECURITIES INC. (STAMFORD CT)
BC
Issued 01/31/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/30/2017
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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