Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Max? Claim Your ProfileMax Melches is a registered representative with UBS Asset Management (americas) LLC in New York, NY. Max has been in the securities industry since January 31, 2008. Max is also registered as an Investment Advisor Representative in New York. Previously, Max was registered with UBS Financial Services Inc. in Weehawken, NJ from February 1, 2008, to October 6, 2023. Max holds the Series 7, Series 24, Series 4, Series 57, Series 99TO, Series 10, and Series 66 licenses.
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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
10/10/2023 - Present
UBS Asset Management (americas) LLC (NEW YORK NY)
NJ
02/01/2008 - 10/06/2023
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 04/22/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/13/2010
Series 4 - Registered Options Principal Examination
BC
Issued 01/25/2010
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 02/23/2017
Series 57 - Securities Trader Exam
BC
Issued 01/31/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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