Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Max? Claim Your ProfileMax Kunisch is an investment advisor representative at MML Investors Services, LLC. Max holds a Series 63 and 66 license, and is registered to provide investment advice in Colorado, Connecticut, Minnesota, New Hampshire, New York, North Carolina, Texas, Utah and Virginia. Max has been active in the financial services industry since January 2021 and previously worked for NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC. Max's professional background includes experience in insurance and financial services. In addition to their work as an investment advisor, Max also works as an agent for THRIVE FINANCIAL PARTNERS.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NC
06/07/2023 - Present
MML Investors Services, LLC (Huntersville NC)
NC
01/11/2021 - 05/03/2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Huntersville NC)
BOTH
Issued 04/25/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/10/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/11/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/02/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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