Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Max? Claim Your ProfileMax M Crownover is an investment advisor representative at Cambridge Investment Research Advisors, Inc. Max has been in the financial services industry since 2021 and holds Series 63 and 65 securities licenses as well as Series 6TO and SIE licenses. Max has experience working with high-net-worth individuals, pension and profit-sharing plans, and charitable organizations.
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.
Solicitation fees from 3rd party money managers
1
2
PA
09/30/2022 - Present
Cambridge Investment Research Advisors, Inc. (Duncansville PA)
PA
03/05/2021 - 10/03/2022
PENSIONMARK SECURITIES, LLC (Duncansville PA)
IA
Issued 07/07/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/21/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/05/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/07/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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