Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Max? Claim Your ProfileMax Merrill Lalicker is a financial advisor with Benjamin F. Edwards & Company, Inc. Max has been in the industry since 2001 and has a diverse background, having previously worked at Wells Fargo Advisors, LLC and A. G. Edwards & Sons, Inc. Max is registered to provide investment advice in 20 states. Max specializes in providing financial planning and portfolio management for both individuals and businesses. Max holds the Series 31, Series 7 and Series 66 securities licenses, as well as the SIE exam certification.
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.
A percentage of the total value of assets under management is charged.
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2
MO
01/07/2021 - Present
Benjamin F. Edwards & Company, Inc. (ST. LOUIS MO)
IL
01/01/2008 - 12/10/2009
WELLS FARGO ADVISORS, LLC (PEORIA IL)
IL
09/10/2001 - 01/03/2008
A. G. EDWARDS & SONS, INC. (PEORIA IL)
BOTH
Issued 10/09/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 09/07/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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